This page intentionally left blank. - Drake Software Support

EF Override Options in Data EntryDrake Software User’s ManualBe aware that, if Form 9465 or Form 56 are ready to be e-filed, they will be transmittedautomatically. By selecting 9465 only or 56 only, you are indicating that the programshould transmit only those forms.IMPORTANTLeaving the 1040 box blank does not prevent the 1040 from beingtransmitted if it is otherwise ready to be e-filed.If filing an extension, the applicable box (4868 or 2350) must beselected on the EF screen in order for the program to transmit it.E-filing State ReturnsState returns can be e-filed using one of two methods. If e-filed directly, the statereturn is sent directly to the state. If e-filed piggyback, the state file is attached to thefederal return, and the IRS then sends it to the state. When you e-file with Drake, theprogram sends the resident state return piggyback by default. Any other eligible statereturns are sent directly to the applicable states.To transmit a different state return piggyback, go to the EF screen and select a statefrom the Select state for piggyback e-file drop list. Any other eligible state returnswill be sent directly to the applicable state.To suppress one state or city return while e-filing others, select the states or cities youwant to e-file from the Select other states/cities to e-file drop lists. In the example inFigure 7-7, the Georgia return is piggybacked with the federal return, and the Mississippiand Louisiana returns are filed separately. No other state returns are e-filed forthis taxpayer, even if they are eligible.Figure 7-7: State E-file Override optionsAdditional OptionsThe Additional Options section of the EF tab allows you to:• Specify that a return should not be eligible for a bank product.• Elect to submit an imperfect return. (See “Imperfect Returns” on page 188.)190 Tax Year 2008