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Drake Software User’s ManualFilter ManagerFigure 12-7: Basic and Additional Search Conditions boxesBasic SearchConditionsBasic search conditions refer to the most common filtering criteria: Return Type(s),Return Result, Activity, and Preparer and Firm.Table 12-3: Basic Search Conditions: CategoriesCategoryReturn Type(s)Return ResultActivityPreparer and FirmDescriptionReturn types to include in the report. To include all return types,select All Return Types. Select Allow MFS 1040 Returns toinclude returns with a status of Married Filing Separate.Result types of the returns to include in the report. Example: ifBalance Due is selected, only returns with a balance due will beincluded. Select Any Result to include all results.Status of returns to include in the report. To include both activeand inactive returns, select Any Status Type.Preparer and firm of returns to include in the report. To includeonly those returns handled by a specific preparer or firm in thereport, select a preparer or firm name as applicable.To edit basic search conditions:1. Click Edit in the Basic Search Conditions for the Selected Filter box.2. Select items within the main categories.3. (optional) To include applicable test/sample returns (for example, Drake returnsthat begin with 400-00) in the report, select Allow Test/Sample Returns.4. (optional) To allow a user to modify conditions when running a report, select Askabout the ‘Basic Search Conditions’ each time the Filter is used.5. Click OK to save the changes to the basic search conditions.AdditionalSearchConditionsYou can add as many as ten additional search conditions. Use the Additional SearchConditions feature to further specify the types of data to include in the report.To add a new search condition in the Filter Manager:Tax Year 2008 273