User's Manual - Drake Software

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Drake Software User’s Manual
Figure 5-65: NOTE screen fields
The maximum number of characters for the Note field is 120. Up to four notes can be
entered on a single NOTE screen. For additional screens, press PAGE DOWN.
NOTE
In the Date Completed field, enter the date that the note should be discontinued.
The note will no longer appear when the return is opened
but will still appear in NOTES in View mode.
Delaying
E-filing
In Drake, the presence of an EF message prevents a return from being e-filed. A return
cannot be e-filed until all EF messages are eliminated.
The NOTE screen can be used to delay the e-filing of a prepared return, even if the
return is eligible for e-file. To have a note delay e-filing, select Hold EF (see Figure 5-
65) for the note, and the note shows up as an EF message. When you are ready to e-
file the return, return to the NOTE screen and clear the Hold EF box.
Notes to be
Updated
Notes in the top section of the NOTE screen apply for the current year only. The Miscellaneous
Notes (item #2 in Figure 5-65) at the bottom of the NOTE screen are
updated each year when the return is updated. The Miscellaneous Notes also appear
when the return is opened to data entry. (See TIP, following.)
TIP
To have notes appear when a return is opened, go to Setup > Options
> Data Entry tab and select Show notes/reminders to preparer
when opening a return.
Preparer Notepad
Screen code: PAD
The Preparer Notepad (PAD) screen, accessible from the General tab, offers an area
for keeping more extensive notes and other pertinent return information. The contents
of this screen are brought forward each year when the return is updated, and appear
188 Tax Year 2012