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EF Database<strong>Drake</strong> <strong>Software</strong> User’s ManualDatabase ContentThe EF database stores data about the return and the associated bank products, fees,and reject codes. Different types of data are stored under tabs. (See Figure 7-9.)GeneralInformationThe F1-General Information tab displays basic taxpayer information along with:• IRS acknowledgments — Federal code and date, transmission date, filing status,and refund amount or balance due are displayed in the <strong>left</strong> column. <strong>This</strong> data isfrom the most recent transmission record for the client file.• State acknowledgments — Under State, the middle column displays the state codeand date, filing status, and refund amount or balance due. <strong>This</strong> data is from themost recent transmission record for the client file.• Reject Codes — On the right side of the window are fields for the reject code,form ID, form number, and sequence number. Double-click a reject code to jumpto the F4 Reject Code Lookup tab. (See “Reject Code Lookup” on <strong>page</strong> 193.)• IRS Debt and Bank Codes — The IRS debt indicator and bank codes are locatedbelow the reject codes.– An IRS Debt Code indicates some sort of debt to the federal government.IRS debt codes are listed in Table 7-4.Table 7-4: IRS Debt CodesCodeDescriptionI Taxpayer or spouse owes money to the IRS. The taxpayer can call (800) 829-1040 for more information.FBNFMS Debt. Taxpayer or spouse owes money to a branch of the federal government,owes money on student loans or child support, or has a state obligation.The taxpayer can call (800) 304-3107 for more information.Taxpayer or spouse has both an IRS debt and an FMS debt.None– A Bank Code indicates the bank through which the taxpayer requested aproduct and displays the status of the request.– The Bonu$/Loan Status indicates the status of the loan request. Codes varyby bank. For more information, refer to the guide provided by your bank.– The Check Information grid displays information pertaining to any checksapproved or printed for the taxpayer.Bank/DirectDeposit InfoThe F2 - Bank/Direct Deposit tab contains detailed data about any bank products.• Bank information is located on the <strong>left</strong> side of the window.• Direct deposit information involving bank loans is located on the right side of thewindow. <strong>This</strong> information includes amounts paid to the bank, amounts paid to thepreparer, and the dates of the payments.192 Tax Year 2008

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