User's Manual - Drake Software

Filter Manager
Drake Software User’s Manual
Figure 12-5: Basic and Additional Search Conditions boxes
Basic Search
Conditions
Basic search conditions, described in Table 12-2, refer to the most common filtering
criteria: Return Type(s), Return Result, Activity, and Preparer and Firm.
Table 12-2: Basic Search Conditions: Categories
Category
Return Type(s)
Return Result
Activity
Preparer and Firm
Description
Return types to include in the report. To include all return types,
select All Return Types. Select Allow MFS 1040 Returns to
include returns with a status of Married Filing Separate.
Result types of the returns to include in the report. Example: If
Balance Due is selected, only those returns with a balance due
will be included. Select Any Result to include all results.
Status of returns to include in the report. To include both active
and inactive returns, select Any Status Type.
Preparer and firm of returns to include in the report. To include
only those returns handled by a specific preparer or firm in the
report, select a preparer or firm name as applicable.
To edit basic search conditions:
1. Click Edit in the Basic Search Conditions for the Selected Filter box.
CAUTION
If you’re changing a filter that is used in other reports, the Filter
Changes window is opened, describing these reports and informing
you that changes to the filter will affect these reports. Click Edit to
continue to edit the filter, or (recommended) click Copy to make a
copy of the filter and change the copy so as not to affect other reports.
2. When the Basic Search Conditions dialog box is opened, select items within the
main categories.
3. (optional) To include applicable test/sample returns (for example, Drake returns
that begin with 400-00) in the report, select Allow Test/Sample Returns.
320 Tax Year 2012