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Special Features in Data EntryDrake Software User’s ManualScreen code:COMPIf a return was updated from the prior year, the COMP screen already contains data. Ifnot, the screen must be completed manually for an accurate comparison. When areturn is generated, the COMPARE worksheet displays the data comparisons.NEW FOR2008The COMP screen has several new fields and a more user-friendly layout.New fields must be completed manually for the two prior years inorder to get a complete and accurate comparison.Miscellaneous CodesThe Miscellaneous Codes fields on screen 1 are for use in tracking returns and creatingcustomized reports. For example, you might decide to use Misc Code 1 to trackthe different ways that clients learned of your service. For each return, you might enter“Ad,” “Flyer,” “Referral,” etc. (whichever is applicable) into the Code 1 field.Later, when designing a report of all clients in the Report Manager, you would selectMisc Code 1 as one of the columns. The report displays the information from theMisc Code 1 field on screen 1 for each client, and you would be able to see, at aglance, which clients were referred, which responded to an advertisement or flyer, etc.NEW FOR2008Screen 1 now has five fields for miscellaneous codes. You can now createdrop lists for a miscellaneous code fields; see “Customized DropLists” on page 31.Notes about the ReturnScreen code:NOTEUse the NOTE screen to ensure that specific reminders (in the forms of notes and EFmessages) appear for specific returns. By default, all notes from the NOTE screen areprinted on the NOTES page generated with the return.Entering aNoteTo include a note with a return, go to the NOTE screen and enter all relevant informationin the fields provided. The screen includes fields for names, dates, and any screenor form to which the note refers (Figure 5-65).Figure 5-65: NOTE screen fields160 Tax Year 2008