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Software SetupDrake Software User’s ManualOptional Itemson ReturnOptions under the Optional Items on Return tab are described in Table 2-9.Table 2-9: Setup Options: Optional Items on ReturnDate on returnOptionPrint dates for taxpayer and spousesignatures (excludes 1040)DescriptionThis date is pulled from the date on the computer. To change this date, enterthe required date on the PRNT screen. If desired, select to print dates for taxpayerand spouse signatures (excluding 1040).Select this option to print the signature dates on the return.Taxpayer phone number Select this option to print the taxpayer’s phone number entered on screen 1.Third party designeeRounding amountsBillingOptionsSelect the third-party designee name to print on the main form of the return.Select Dollar or Penny rounding. Dollar rounding is required for e-filing.Penny rounding prints penny amounts on all forms.Options under the Billing options tab are described in Table 2-10.Table 2-10: Setup Options: BillingOptionPrint taxpayer’s SSN on the billShow preparer fees withheld frombank productShow preparer fees associatedwith bank productPrint taxpayer’s phone number onthe billPrint taxpayer’s e-mail addresson the billSales TaxBilling statement formatDescriptionSelect this option to print the taxpayer's SSN on the bill.Select this option to print the RAL Application fees withheld from the RALamount on the bill.Select this option to print bank fees on the bill.Select this option to have the taxpayer’s phone number (as entered on screen1) printed on the bill.Select this option to have the taxpayer’s e-mail address (as entered on screen1) printed on the bill.Sales tax percent to add to client’s bill. Enter a number greater than 1. Forexample, 4.5 would represent a sales tax rate of 4.5%.Select among seven formatting options, including:- Billing by time (preparing bill based on time spent preparing return multipliedby preparer's hourly rate as defined in Setup > Preparers)- Billing by form (preparing bill based on forms necessary to complete return byprice entered in Setup > Pricing); program prepares a bill summary along withwhatever option is selected here unless the Bill Summary option is cleared atSetup > Options, Optional Documents tab.Header on billCustom ParagraphSelect among options for the header to be printed on the bill.Choose to have a custom paragraph printed on the bill. Select a location, thenwrite the paragraph in the supplied text box.28 Tax Year 2008