User's Manual - Drake Software

Drake Software User’s Manual
EF Override Options in Data Entry
Marking “Ready for EF”
Suppressing e-File
At the top of the EF screen is a Ready for EF drop list. If the option is selected in
Setup, you must select Ready for EF before the return is put into the “send” queue for
e-file—even if it is otherwise ready to go. Because you must manually indicate that
each return is ready to be e-filed, selecting this option can help prevent accidental e-
filing of returns. To choose this option, go to Setup > Options, EF tab and select
Require ‘Ready for EF’ indicator on EF screen.
To suppress a return that is otherwise eligible for e-file:
1. Open the return and go to the EF screen, accessible from the General tab.
2. Select one of the following check boxes, as appropriate:
• Do NOT send Federal (suppresses e-file of federal return; see Figure 8-6)
• Do NOT send any states (suppresses e-file of all state returns)
• Suppress federal/state EF and all bank products (suppresses e-file of both
the federal and state returns, plus any bank products)
The selected returns are not e-filed until the check boxes are cleared.
e-Filing Special Returns and Forms
The EF screen includes the options to e-file the following forms only (without e-filing
any other forms):
• Extensions (Forms 4868 and 2350)
• Form 9465, Installment Agreement Request
• Form 56, Notice Concerning Fiduciary Relationship
To e-file one of these types of forms:
1. Open the return and go to the EF screen, accessible from the General tab.
2. Under Federal E-file Override (Figure 8-6), select the forms to e-file.
Figure 8-6: Federal E-file Override options; in this example, Form 56 will be e-filed.
Be aware that, if the 9465 screen is completed, Form 9465 will be transmitted with the
1040, but if the 9465 only box is marked on the EF screen, only Form 9465 will be
transmitted; the 1040 will not be transmitted. Similarly, by selecting the check boxes
Tax Year 2012 237