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File MaintenanceDrake Software User’s ManualDeletingClient FilesTo manually delete a client file from the database:1. From the Home window, select Tools > File Maintenance > Delete Client Files.2. Enter the SSN or EIN of the client file to delete.3. Click OK.4. Click Yes to continue.5. Click Yes.6. Click Exit to return to the Home window._NOTEIf you are not accessing files on a network, the deleted files go tothe recycle bin.Changing Return TypesA return can be changed to another file type without having to create a new file. Whena return type is changed, the following information is transferred:• Name, address, telephone, and county• Fiscal year• All depreciation data, including screens 6, 7, 8, 9, and 10.When a corporate return is converted to an S corp return, the balance sheet and ScheduleA information also are transferred.IMPORTANTNot all data is transferred. Before using Change File Type, backup the original file. (See “Backup” on page 248.)To change a return type:1. From the Home window, select Tools > File Maintenance > Change File Type.2. Enter the SSN or EIN of the file to convert and click OK.3. Select the new file type (Individual, Corp, Sub-S Corp, Fiduciary, Partnership,or Tax Exempt) (See Figure 11-9).4. Click OK.5. When the conversion is complete, click Exit.Estate andQualifiedHeir ReturnsNew in 2008, Drake supports using a single SSN for two return types when a taxpayerrequires a Form 1040, U.S. Individual Income Tax Return, and one of the two returntypes listed below:• Form 706, U.S. Estate (and Generation-Skipping Transfer) Tax Return• Form 706-A, U.S. Additional Estate Tax ReturnAn SSN must already be associated with a return in the software before it can beassigned to a second return type. To assign an SSN to multiple returns:1. From the Home window, select Tools > File Maintenance > Change File Type.254 Tax Year 2008