User's Manual - Drake Software

Binary Attachments
Drake Software User’s Manual
Comparing Data
Figure 5-63: A green check mark indicates the PDF document has been attached;
a red “X” indicates the PDF document has not been attached
4. Click the row of a document to attach.
5. Click Browse.
6. Browse to the proper folder (where you saved the PDF document), select the PDF
file to attach, and click Open (or double-click the file name).
Repeat for all documents with a red X. When all documents have been attached to a
completed return, recalculate the return to make sure all EF messages have been
cleared. If so, the return is ready to be e-filed.
In Drake, you can compare data between two versions of the same tax return. You can
also produce a tax return comparison worksheet that shows data for a client’s returns
for the current year and the two prior years.
Crosschecking
Drake
Calculations
The Checking Information screen allows you to cross-check Drake calculations with
amounts from a previously prepared return. Any discrepancies between the Drake
return and the previously prepared return are shown in an EF message (Figure 5-64 on
page 187).
To compare a Drake return with a previously prepared return:
Screen code: CHK
1. Open the return to be compared, and go to the CHK screen.
2. Enter the information from the previously prepared return regarding income,
taxes, credits, deductions, banking, etc.
3. Exit the CHK screen and calculate the return.
4. In View mode, view the EF message page (Figure 5-64 on page 187), which
shows where discrepancies occurred.
186 Tax Year 2012