User's Manual - Drake Software

Drake Software User’s Manual
Binary Attachments
Unformatted Schedules
Screen code: SCH
when the return is opened to data entry (provided that option is selected at Setup >
Options > Data Entry tab. See TIP, above.).
You can also access the PAD screen in the following ways:
• By pressing CTRL+SHIFT+N
• By right-clicking anywhere on a screen and selecting Preparer Notepad.
Press PAGE DOWN for additional PAD screens.
The SCH screen, accessible from the Miscellaneous tab and via links from certain
screens, is available for adding statements and explanations not supported elsewhere
in the return. Not all unformatted schedules can be e-filed. Amounts entered on SCH
screens do not flow to any other form or schedule.
For required attachments, select the attachment information (title and statement number)
from the Type of attachment/statement number and title drop list on the SCH
screen. For optional attachments, use the Title and Statement number fields below
the explanation pane and make a selection from the Type of attachment/statement
number and title drop list based on the information in Table 5-25.
Optional
Attachments
If an attachment is optional, select the applicable category from the Type of attachment/statement
number and title drop list. Categories are described in Table 5-25.
Table 5-25: Attachment Types and How They Appear in View mode
Type
X
E
R
Description
Preparer’s EFT note; use for including voluntary information that is
related to the tax return but (unlike a statement) is not required
Explanation for certain IRS code elections where no official IRS
form is designed for that purpose
Explanation for certain regulatory elections where no official IRS
form is designed for that purpose
View/
Print
EF_NOTE
ELECTION
REG_NOTE
(blank) Statement to be added to the return STATMENT
Note that a title is required for each unformatted statement to be attached to the return,
and that each statement should have a unique number. Statement numbers can be a
maximum of three characters. Note that some statements are generated automatically,
with the number already assigned. Verify this by reviewing the calculated return.
The program numbers required statements in the order in which you create them and
provides a reference where applicable on the printed return (Figure 5-66 on page 190).
Tax Year 2012 189