02_Installation Setup.fm - Drake Software Support

Drake Software User’s Manual
Making Changes on the Fly
Customized
Greeting
The default greeting for all letters is set in Letters Setup. To override the greeting for a
return, go to the LTR screen and enter a new greeting in the Personalized letter
greeting text box.
NOTE
To begin the greeting for the letter with one return with “Dear,” enter the
greeting, along with the name, in the Personalized letter greeting
field. To have all letters for a package type begin with “Dear” (or
another greeting of your choice), make the change in the actual template
in Setup > Letters.
Adding a
Custom
Paragraph
To add a custom paragraph to a letter, write the paragraph in the Custom Paragraph
field of the LTR screen. By default, the paragraph is printed at the bottom of the letter.
To have a custom paragraph appear somewhere else within the letter:
1. From the Drake Home window, go to Setup > Letters.
2. Click Open and select the package and letter to be generated for the client.
3. Place the cursor on the line where you want the custom paragraph to appear.
4. Click the plus [+] sign next to Miscellaneous in the tree directory (left column of
window).
5. Double-click the keyword. The keyword
appears in the letter template.
6. Click Save.
When the return is generated, the letter displays the custom paragraph as directed.
E-filing or
Paper-filing
If a return has an EF message when calculated, the return is considered ineligible for
e-file and the program generates a result letter for a paper-filed return. If the return is
considered eligible for e-file, a letter for an e-filed return is generated. You can override
these defaults for the federal and state tax returns and extension applications.
To override the defaults, go to the LTR screen and select EF or Paper for the selected
returns (Figure 2-24). To indicate one or more state returns, select state abbreviations
from the drop lists provided. In the Figure 2-24 example, the letter will be worded as if
both the federal and Arizona returns are going to be e-filed—even if the return is not
eligible for e-file.
Figure 2-24: Select EF to force a letter to be printed as if the return is eligible for e-file.
Tax Year 2012 59