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Drake Software User’s ManualEF Override Options in Data EntryMarking “Ready for EF”Suppressing E-filingAt the top of the EF screen is a Ready for EF drop list. If the option is selected inSetup, you must select Ready for EF before the return is put into the “send” queue fore-filing—even if it is otherwise eligible and ready to go. Because you must manuallyindicate that each return is ready to be e-filed, selecting this option can help preventaccidental e-filing of returns. To choose this option, go to Setup > Options > EF taband select Require ‘Ready for EF’ indicator on EF screen.To suppress e-filing of a return that is otherwise eligible to be e-filed:1. Open the return and go to the EF screen, accessible from the General tab.2. Select one of the following boxes, as appropriate:• Do NOT send Federal (suppresses e-filing of the federal return; see Figure 7-6)• Do NOT send any states (suppresses e-filing of all state returns; seeFigure 7-7)• Suppress federal/state EF and all bank products (suppresses e-filing ofboth the federal and state returns, plus any bank product)The selected returns are not e-filed until the selected check boxes are cleared.E-filing Special Returns and FormsTo e-file an extension, or to e-file Form 9465 (Installment Agreement Request) only orto file Form 56 (Notice Concerning Fiduciary Relationship) only:1. Open the return and go to the EF screen, accessible from the General tab.2. Under Federal E-file Override (Figure 7-6), select the forms to e-file.Figure 7-6: Federal E-file Override options; in this example, Form 56 will be e-filed.Tax Year 2008 189