User's Manual - Drake Software

Drake Software User’s Manual
Setting Statuses
Figure 9-2: Creating custom statuses
3. Click Edit.
4. Enter a status description in the Status Description text box (Figure 9-2) and
click OK.
To restore all original statuses, click Reset.
NOTE
When a custom status is changed or created in the CSM, it is also
changed or created in the PCM.
Setting Statuses
Set return statuses at any time during the return-preparation cycle. A status can be set
from within the CSM or from data entry. For consistent and valid CSM status reports,
set statuses for each stage of a return.
TIP
You can ensure that the CSM Status column is always correct. From
the Drake Home window, go to Setup > Options. Under the
Calculation & View/Print tab, select Auto-calculate tax return when
exiting data entry. When the return is calculated upon exit, the Status
column will be automatically updated.
Setting a Status from the CSM
To set the status of a return from within the CSM:
1. Right-click a return record in the Client Status Manager list.
2. Select Set Client Status. A status list is displayed.
3. Select a return status from the list.
The status is updated in the Status column.
Tax Year 2012 251