User's Manual - Drake Software

Drake Software User’s Manual
Tax Preparer Requirements
Screen code:
DISC
– Consent to Disclose forms are also available in the software at Tools > Blank
Forms.
• Electronic Signatures — To obtain electronic consent, the taxpayer (and spouse,
if married filing jointly) must enter his or her name and the date onto the DISC
screen in Drake. Once the required fields on the applicable screen are completed,
the Consent to Disclosure of Tax Return Information will be generated with the
return.
NOTE
If using ABCvoice, go to the ABCV screen in data entry to indicate
whether the taxpayer has signed the Consent to Disclosure of Tax
Return Information.
Consent to Disclosure: Franchises/Networks
The Consent to Disclosure of Tax Return Information to franchises or networks (formerly,
service bureaus) is required for all returns (not just bank-product returns) prepared
by firms that are part of a franchise or network. The form is similar to the
disclosure form for banks described previously and must be signed before the return is
e-filed.
• Paper Forms — Log in to the Drake Support site (Support.DrakeSoftware.com),
and from the blue menu bar, go to Resources > 7216 Sample Letters. Click Consent
to Use of Tax Return Information in English or Spanish. Enter the firm and
franchise or network name or print the documents and enter the names manually.
The taxpayer (and spouse, if applicable) must sign and date the form prior to e-filing.
Next, in the software, go to screen CONS (accessible from the Miscellaneous tab)
and select the first box in the Paper Consent section (Figure 7-2).
Figure 7-2: Check boxes on CONS screen for disclosure to franchise/networks
Screen code:
CONS
• Electronic Signatures — To obtain electronic consent, the taxpayer (and spouse,
if married filing jointly) must enter their names and the date onto the CONS
Tax Year 2012 211