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Drake Software User’s ManualSetting StatusesSetting Statuses5. Enter a status description in the Status Description text box.6. Click OK.To restore all original statuses, click Reset.Set return statuses at any time during the return-preparation cycle. A status can be setfrom within the CSM or from data entry. For consistent and valid CSM status reports,set statuses for each stage of a return._TIPYou can ensure that the CSM Status column is always correct.From the Drake Home window, go to Setup > Options. Under theCalculation & View/Print tab, select Auto-calculate tax returnwhen exiting data entry.Setting a Status from the CSMTo set the status of a return from within the CSM:1. Right-click a return record in the Client Status Manager list.2. Select Set Client Status. A status list is displayed.3. Select a return status from the list.The status is updated in the Status column.Setting a Status from Data EntryTo set the status of a return from within data entry, click the CSM button from theData Entry Menu toolbar to display a status list, then select a return status from thelist. The status is automatically updated in the CSM.Opening a Return from the CSMReturns can be opened or created from the CSM.To open a return from within the CSM, highlight a client record from the list and clickOpen (or press CTRL+O, or use the right-click menu). The return is opened to theGeneral tab in data entry. When you exit the return, you are returned to the CSM.To create a return from within the CSM:Shortcut: PressCTRL+N to openthe Open ClientFile dialog box.1. Click the arrow next to the Open button and select New Client.2. Enter the SSN or EIN for the return in the Open Client File dialog box.3. Press Open, then click Yes.When prompted, you can begin entering data for the new return.Tax Year 2008 219