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Drake Software User’s ManualSpecial Features in Data EntryIn-houseNoteTo indicate that an SCH screen should be an in-house note and not sent to the IRS,select In-house Note at the bottom of the SCH screen.Return TrackingScreen code:TRACUse the Return Tracking (TRAC) screen to track the data shown in Figure 5-25:Table 5-25: TRAC Screen InformationFee and PaymentsType of InformationReturn preparation, from first meeting to clientpickup to date completeCurrent-year bank product dataPrior-year bank product data (New in 2008)Software stats for the return (ADMIN ONLY)EF transmission data (ADMIN ONLY)Bank codes (ADMIN ONLY)DescriptionAmounts are updated from prior year.Used in timed billing (optional feature)Number and amount of check are completedautomatically; preparer must enterthe date the check is picked up.Dates and amounts are retained fromprior yearThese fields are completed automatically.These fields are completed automatically.These fields are completed automatically.Note that some TRAC screen fields are autofilled with data from elsewhere, whileother fields require direct entries. Note also that some fields are Admin-only and arenot visible unless the user is logged in as Admin (or is a preparer with Admin rights).Administrators should not provide the Admin password to employees unless they areapproved to access these fields._NOTESome data from the TRAC screen can be incorporated into ReportManager and Client Status Manager (CSM) reports.Sales Tax WorksheetScreen code:STAXThe software uses data entered into the State & Local General Sales Tax DeductionWorksheet (accessible from the General tab) to determine which tax is better to take:the state sales tax or the income tax. Lines 1 and 4 of this screen are calculated by thesoftware, but you can enter overrides as necessary. As applicable, lines 2, 3, and 7should be completed in order to calculate the maximum deduction.More information the STAX screen is available by clicking F1 in the individual fields.Tax Year 2008 163