User's Manual - Drake Software

Making Changes on the Fly
Drake Software User’s Manual
• If, for Preparer # or Firm #, you select NONE/Self-Prepared Return (No Paid
Preparer), nothing will be printed on the applicable lines on the return. For ERO,
the program uses the information entered on the EF tab in Setup > Options.
• Data entered on the PREP (Preparer Information) screen overrides the default
data and the corresponding Return Options selections on screen 1. ERO information
is not affected by PREP screen entries. For more on the PREP screen, see
“Overriding Other Preparer Information,” following.
• The Data Entry # field (shown in Figure 2-21 on page 55) is for tracking purposes
only.
• A firm or preparer must be entered in Setup > Firm(s) or Setup > Preparer(s) in
order to show up as an option in the override drop lists on screen 1.
Overriding
Other
Preparer
Information
The PREP screen in data entry allows you to override the following data for a return:
• Third-party designee (See “Third-Party Designee” on page 162.)
• Federal preparer information (if the preparer is not set up in Preparer Setup)
• State preparer information (if the preparer is not set up in Preparer Setup)
If you make an entry in the Federal Preparer Information section of the PREP
screen, the program requires that full override information for both the preparer and
the firm also be entered in this section.
The PREP screen also includes an option not to print the preparer’s information on
the letter, bill, or summary.
NOTE
You can now enter state preparer registration information for California,
Maryland, Minnesota, New York, Oregon, and Virginia on the PREP
screen. You can also enter a firm’s foreign address information in both
the federal and state preparer information sections.
Overriding the Bill Amount
Standard rates must be established in Pricing Setup, but you can change the billing
amount for a return, either by overriding the total or by adjusting individual amounts.
Overriding
the Total
Adjusting
Individual
Amounts
To override the total amount on a client’s bill, go to screen 1 and enter the desired
amount in the Fee Override field (located in the Return Options box).
Use the BILL screen to adjust individual amounts on a client’s bill. The following
items are added to or subtracted from the bill using the BILL screen:
• Write-in Adjustments, such as for coupons and other discounts, and adjust
amounts charged for these adjustments
• Balance due from prior years
• Scenario Planner fees
• Percentage increases and discounts
• Sales tax percentage
• Prior Payments
56 Tax Year 2012