User's Manual - Drake Software

Making Changes on the Fly
Drake Software User’s Manual
Filing
Instructions
Due
Diligence
Documents
Dates on the
Return
When a return is generated, Drake prints federal and state filing instructions. Default
settings are established from Setup > Options, Optional Documents tab. Use the
PRNT screen to override the default and force or suppress the filing instructions.
EIC due diligence information is entered on screens EIC1, EIC2, EIC3, and EIC4.
The PRNT screen includes options to print EIC due-diligence documents with a
selected return. (These options are set globally from the Administrative Options tab
in Setup > Options.)
A default due date for filing is printed on returns and all letters and filing instructions
generated with a return. Use the PRNT screen to override this default date. These
changes cannot be set globally from Setup.
Override the default date by entering an alternate due date in the Date to print on
returns or Due date to print on letter and filing instructions fields in the Print
Overrides section of the PRNT screen.
Return
Indicators
By default, the program displays certain indicators (such as “Hurricane Katrina”) on
applicable returns. Use the PRNT screen to force certain indicators to be displayed.
NOTE
If a return qualifies for special treatment due to a disaster, the
required literal should be entered in the Disaster designation field.
An entry here will be printed at the top of the main federal form and
will be included in the transmission file for e-filed returns.
Billing
Format
The following global setup options are set from Setup > Options, Billing tab, and can
be changed on the fly by using the BILL screen in data entry:
Table 2-18: Billing Options That Can Be Changed on the Fly
Option Choices
Billing Statement Format
Custom Paragraph
Total only; Forms and total; Forms, prices, and
total; Bill by time; Charge per form
None; Top of bill; Bottom of bill
For more on the BILL screen, see “Overriding the Bill Amount” on page 56.
NOTE
Write the custom paragraph for the bill in the Custom Paragraph field
at Setup > Options, Billing tab.
54 Tax Year 2012