User's Manual - Drake Software

Drake Software User’s Manual
EF Database
Figure 8-7: Form 8453 section of EF screen
When the return is generated, Form 8453 shows which forms are to be mailed.
NOTES
To mark the Power of Attorney as a PDI on Form 8453, go to the MISC
screen and complete the Power of Attorney section (mark the check
box and enter the name of the person functioning under the power of
attorney).
For more information on Form 8453, go to Screen Help for the EF
screen.
EF Database
The EF database is a searchable database that displays information about all returns
your office has e-filed for the current tax year.
To search the EF database:
1. From the Home window, click EF > Search EF Database.
2. Enter an SSN, EIN, or name in the SSN/EIN/Name To Search For field of the
Search EF Database window (Figure 8-8). To browse all records, leave this field
blank.
Database Content
Figure 8-8: Search EF Database window
3. Click Go. To scroll through the records for that taxpayer, use the arrows at the bottom
of the screen or press PAGE UP or PAGE DOWN on your keyboard.
To close the EF database, click Exit.
The EF database stores data about the return and the associated bank products, fees,
and reject codes. Different types of data are stored under tabs. (See Figure 8-8.)
General
Information
The F1-General Information tab displays basic taxpayer information along with:
Tax Year 2012 239