User's Manual - Drake Software

Making Changes on the Fly
Drake Software User’s Manual
Overriding Letters Setup
Letters options and defaults can be set from both Setup > Options, Optional Documents
tab and Setup > Letters. Use the LTR screen, accessible from the Other
Forms tab, to override global options on a per-return basis.
The LTR screen allows you to make the following changes to the letters in a return:
• Have a result letter other than the default printed with the return.
• Enter a personalized letter greeting.
• Add a custom paragraph.
In addition, it provides the following options:
• Force-print a letter for a paper-filed return or extension application, even if the
return/application is eligible for e-file.
• Force-print a letter for an e-filed return or extension application, even if the return/
application is ineligible for e-file.
• Force (or suppress) a customized supplemental letter, engagement letter, or privacy
policy letter.
Default
Result Letter
The result letter is the standard letter that is printed with a return. It tells the client that
the return has been prepared from the information provided, states the amount of the
refund or balance due, and provides instructions for mailing the return (if paper-filing).
The program uses Result Letter #1 as the default.
To change the default letter for a return, go to the LTR screen and select a new letter
from the Letter # drop list. In addition to other result letter templates, you can have
the program generate a result letter in Spanish (Figure 2-23), an extension letter, or an
amended return letter instead of the program default letter.
Figure 2-23: Selecting the Spanish letter as the default letter for a return (LTR screen)
NOTE
To change the default letter for all returns, go to the Optional Documents
tab in Setup > Options and select a template from the
applicable package in the Result Letter section of the dialog box.
58 Tax Year 2012