User's Manual - Drake Software

Drake Software User’s Manual
Forms-Based Data Entry
Tax Rates for Ohio and Pennsylvania Cities
Use the City Tax Rate Editor to edit and add tax rates, credits, and addresses to be
used when creating city returns for the states of Ohio and Pennsylvania. Always verify
tax rates as they are subject to change.
To view and edit city tax details for these states:
1. From the Home window, go to Tools > City Tax Rates and select a state. The
City Tax Rate Editor for the selected state is displayed.
2. Select a city or municipality from the drop list. The city’s details automatically fill
the text boxes, which you can edit as needed.
3. Click Update to save any changes.
4. Click OK.
About PA
Cities
The PA editor is designed for local city forms not including Philadelphia tax forms.
The default address from the database is the “Zero Due” address listed on Pennsylvania’s
Municipal Tax Information website. “Balance Due” and “Refund” addresses can
be obtained from this site or from the paper form if provided by the municipality.
To find a tax rate or other county or municipality tax information, click the Find Tax
Rate and Address link.
If penny rounding is required for a specific municipality a Pennsylvania return:
1. In data entry, enter the desired amount, rounding to the penny (example: 810.33).
2. Press CTRL+F.
The CTRL+F action forces the program to allow penny-rounding for that field only and
for that return only. Otherwise, the program automatically rounds all numbers entered.
NOTE
Penny-rounding can be set globally from Setup > Options > Optional
Items on Return. Note that amounts on federal returns must be
rounded to the nearest dollar in order to be eligible for e-file.
Forms-Based Data Entry
Forms-based data entry allows you to enter a previously prepared 1040 return into the
tax software. To enter a forms-based return in Drake:
1. From the Home window, go to File > Forms Based Data Entry.
2. Enter or select the desired return.
3. Click a link to open the screen for a particular line. Repeat for other lines.
Tax Year 2012 309