This page intentionally left blank. - Drake Software Support

Drake Software User’s ManualSpecial Features in Data EntryThe maximum number of characters for the Note field is 120. Up to four notes can beentered on a single NOTE screen. For additional screens, press PAGE DOWN._NOTEIn the Date Completed field, enter the date that the note should bediscontinued.DelayingE-filingIn Drake, the presence of an EF message (red MESSAGE page) prevents a return frombeing e-filed. A return cannot be e-filed until all EF messages are eliminated.The NOTE screen can be used to delay the e-filing of a prepared return, even if it isotherwise eligible for e-filing. To have a note delay e-filing, select Hold EF (seeFigure 5-65) for the note, and the note shows up as an EF message. When you areready to e-file the return, return to the NOTE screen and clear the Hold EF box._NOTETo have notes appear when a return is opened, go to Setup >Options > Data Entry tab and select Show notes/reminders topreparer when opening a return.Notes to beUpdatedNotes in the top section of the NOTE screen apply for the current year only. To havenotes included in subsequent updates, use the Miscellaneous Notes box below it.Preparer NotepadScreen code: PADUnformatted SchedulesScreen code: SCHThe Preparer Notepad (PAD) screen, accessible from the General tab, offers an areafor keeping more extensive notes and other pertinent return information. The contentsof this screen are brought forward each year when the return is updated.You can also access the PAD screen by pressing CTRL+SHIFT+N, or by right-clickinganywhere on a screen and selecting Preparer Notepad. Press PAGE DOWN for additionalPAD screens.The SCH screen is a tool for adding statements and explanations not supported elsewherein the return. Some (not all) unformatted schedules can be e-filed. An unformattedschedule can also be saved as an in-house note for taxpayer and preparerrecords only. SCH amounts do not flow to any other form or schedule._NOTECreate as many unformatted schedules as needed; however,unless the software specifically directs you to use the SCH screenfor a statement, the statement will not be eligible for e-filing.Tax Year 2008 161