User's Manual - Drake Software

Making Changes on the Fly
Drake Software User’s Manual
4. To change the sequence in which the forms are printed, click and drag form names
until the forms are listed in the desired order.
5. Click Save.
NOTE
To back up the print order and restore it to another machine, choose to
back up the setup files from Tools > File Maintenance > Backup.
Document
Manager
Setup
For details on how to set up and use the Document Manager, see Chapter 13, “Suite
Products.”
Making Changes on the Fly
When you make changes “on the fly,” you override program calculations and defaults
(set by either the program or by the preparer in Setup) for the open return. The rest of
this chapter focuses on actions you can take while in data entry to “override” these
global settings in an individual (1040) return. Comparable options for other packages
(such as the business packages) are provided in the manual supplements for those
packages, available at http://Support.DrakeSoftware.com.
Suppressing/Forcing Documents
The PRNT screen allows you to indicate which forms should and should not be generated
for a return, regardless of program calculations and established defaults.
Suppressing
Items from
Being
Generated
Table 2-16 lists items that can be suppressed using the PRNT screen.
Table 2-16: Items That Can Be Suppressed from the PRNT Screen
Item
Description
1040EZ
1040A and EZ
State short
form
Prevents Form 1040EZ from being prepared; program prepares either
Form 1040 or 1040A instead.
Prevents Forms 1040A and 1040EZ from being prepared; program prepares
Form 1040 instead.
Forces state return to be printed on the state long form.
8801 Suppresses printing of Form 8801, Credit for Prior Year Minimum Tax -
Individuals, Estates, and Trusts, if the form is not required. (This form is
generated by default on certain returns that have a credit carryforward.)
WK_PAL
WK_6251B
WK179LMT
Prevents Passive Activity Deduction Worksheet from being prepared. This
worksheet shows how much (if any) the taxpayer is taking in passive activity
loss deductions this year and how much is being carried over.
Suppresses exemption worksheet for Form 6251, Alternative Minimum Tax.
Prevents section 179 Business Income Limit Worksheet from being prepared.
This worksheet shows the amount (if any) of section 179 deductions
taken this year and how much is being carried over.
52 Tax Year 2012