User's Manual - Drake Software

About Client Statuses
Drake Software User’s Manual
cally as the return progresses through the cycle (Figure 9-1), or manually as needed.
You can also define new statuses.
Predefined Statuses
Figure 9-1: Some statuses are set automatically as the return is processed.
Table 9-1 displays the predefined statuses in the CSM. Note that some are set automatically
while others must be set manually.
Table 9-1: Predefined Statuses in the CSM
Set Automatically
Set Manually
New Client EF Pending Printed Complete On Hold Signed
In Progress EF Accepted Under Extension Under Review Delivered
Set statuses manually as appropriate. Note that the program never automatically
assigns a return a status of Complete.
NOTE
When a status changes in the CSM, it also changes in the PCM.
Custom Statuses
Define as many as ten custom statuses. Custom statuses must be set and changed manually.
We recommend creating custom statuses before tax season begins.
To define a custom status in the CSM:
1. Click Customize. The Customize Display dialog box is opened.
2. Under the Status Settings tab, select a status description to rename (Figure 9-2 on
page 251). Five of the custom statuses have suggested descriptions that can be
changed.
250 Tax Year 2012