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2008 Drake Software Indexblocking EIC calculations 132due diligence 1, 131in data entry 130–132interview questions 30preparer checklist 131economic stimulus payments 134editingsee also adding and deletingfirms 15letter templates 38–41printer settings 42–45educationcredits 115expenses 115student loan interest deduction 115educator expenses 110EFsee also e-filingdatabase 191–194database online 194messages 167status page 29e-filingacks 185–187checking e-mail while 29combining steps for 29delaying 161eliminating EF messages 182extensions 155, 189fees 208identification numbers, see EFINsimperfect returns 188installment agreement requests 156mandates Appendix Emarking "Ready for EF" 189messages 167new features this year 5online database 194override options 188overview Appendix BPDF attachments (business packages only) 309PIN signature for 139process 179–200requirements for first-year e-filers 16returns with ineligible forms 191Schedules C and C-EZ 95state tax returns 190suppressing 29test returns 66test transmissions 180transmitting a return 184troubleshooting 184, 186EFINsobtaining 180setting up multiple 195EFSTATUS page 181EIC, see Earned Income CreditEIN databaseabout 62, 261editing 260updating from prior year 69EITC, see Earned Income Creditelection options 153electronicfiling, see e-filingfunds withdrawal, see direct debitgames of skill 109return originator, see EROElectronic Training Center (ETC) 227–232e-mailaddress books 238broadcast 236checking during EF transmission 29Form 9325 to taxpayer 29program in Drake 236–240sending a client file (return) to Drake 237to Drake Support 5employee business expenses 110employer information in EIN database 261employersforeign 87who use Talx W-2 eXpress 89engagment letters 27enhanced view/print mode 168–173entering data, see data entryenvelopes 27, 47, 259ERC (Electronic Refund Check) 205ERD (Electronic Refund Deposit) 205ERO (Electronic Return Originator)applying for status 180opting out of bank products 208overriding defaults 48setup 15–16, 179SSN indicator setting 29error messages, audible notification of 26estate returns 5, 254estimated payment coversheet 27estimated tax 125–130adjustments (ETA screen) 127applying overpayments to 128codes in Drake 127direct debit of 137paid in 2008 125payment reminders 257payments for 2009 126penalties 130underpayment of 129vouchers for 126Tax Year 2008xi