User's Manual - Drake Software

Drake Software User’s Manual
Binary Attachments
Figure 5-64: EF message showing that CHK screen amounts do not match those in Drake
NOTE
If pre-prepared data entry was used, the CHK screen already contains
data.
Comparing
Tax Returns
Screen code:
COMP
The Tax Return Comparison screen is used for comparing a current-year tax return
with data from the two prior tax years. The screen itself has parallel columns of data
entry fields—one column for the prior year, and one for the year before that.
If a return was updated from the prior year, the COMP screen already contains data. If
not, the screen must be completed manually for an accurate comparison. When a
return is generated, the COMPARE worksheet displays the data comparisons.
Miscellaneous Codes
The Miscellaneous Codes fields on screen 1 are for use in tracking returns and creating
customized reports. For example, you might decide to use Misc Code 1 to track
the different ways that clients learned of your service. For each return, you might enter
“Ad,” “Flyer,” “Referral,” etc. (whichever is applicable) into the Code 1 field.
Later, when designing a report of all clients in the Report Manager, you would select
Misc Code 1 as one of the columns. The report displays the information from the
Misc Code 1 field on screen 1 for each client, and you would be able to see, at a
glance, which clients were referred, which responded to an advertisement or flyer, etc.
NOTE
To create customized drop lists for miscellaneous code fields, see “Customized
Drop Lists” on page 35.
Notes about the Return
Screen code:
NOTE
Use the NOTE screen to ensure that specific reminders (in the forms of notes and EF
messages) appear for specific returns. By default, all notes from the NOTE screen are
printed on the NOTES page generated with the return.
Entering a
Note
To include a note with a return, go to the NOTE screen and enter all relevant information
in the fields provided at the top of the screen (item #1 in Figure 5-65 on
page 188). The screen includes fields for names, dates, and any screen or form to
which the note refers.
Tax Year 2012 187