User's Manual - Drake Software

Drake Software User’s Manual
Calculation Results
The Summary shows total income, taxable income, total tax, refund amount, balance
due, payment method, and e-filing eligibility. If the return is eligible for e-file, a green
check mark is displayed. If a portion of the return is ineligible for e-file, a red X is displayed
and a message appears in EF Messages (Figure 6-3).
Figure 6-3: Return in this example is ineligible for e-file.
EF
Messages
The EF Messages section lists e-file message codes and descriptions by package. EF
messages pinpoint the reason a return is ineligible for e-file. Identified issues must be
corrected for a return to be eligible for e-file.
• Accessing full messages — Some messages do not fit in the Description row. To
view a full message, right-click a row and select View Full Text Of EF Message.
• Accessing message links — If an EF message is blue, double-clicking it opens
the data entry screen that contains the error. If applicable, the field that caused the
EF message is activated.
NOTE
If you double-click an EF message in black text, a window with the full
EF message is displayed. Only messages in blue text link to screens
within the return.
EF messages appear as red MESSAGES in View mode. For more information on
viewing and eliminating EF messages, see “E-filing a Return” on page 229.
Return Notes
Fee Type,
Amount
The Return Notes section (see Figure 6-2 on page 194) displays informational notes
about the return. These notes provide details about the return, but they do not require
that changes be made, and they do not prevent e-filing. They appear as NOTES in
View mode.
The Fee Type and Amount columns (see Figure 6-2 on page 194) list the preparation
fees, and when bank products are present, the bank fees and the net amount of any
refund check (or the total of all fees charged if the return has a balance due). (To have
the fee type and amount displayed here, the Display client fee on Calculation screen
option must be selected from Setup > Options, Calculation & View/Print tab.) Fee
breakdowns appear on the bank product information page in View mode when bank
products are present.
Tax Year 2012 195