This page intentionally left blank. - Drake Software Support

Drake Software User’s ManualSoftware SetupStatesReturnOptionsE-filingOptionsTo select options for state returns, select the States tab, then select a state abbreviationfrom the drop list. When the options are displayed, select to activate or disable stateoptions as desired and click OK. Available options depend on the chosen state. Formore on specific states, see the FAQ screen for each state program.Options under the EF options tab are described in Table 2-11. Some of these optionscan be adjusted for an individual return from the EF screen in data entry. A change ona return’s EF screen does not affect the global settings selected in Setup > Options.Table 2-11: Setup Options: EFOptionAuto-generate Taxpayer(s) PIN(1040 Only)Require ‘Ready for EF’ indicator onEF screenLock client data file after EF acceptance.Print bank application when keyedon returnPrint 9325 when eligible for EFSuppress federal EF (1040 only)Print EF status pageAlert preparer when bank product isnot includedActivate imperfect return election indata entryAllow selection for EF from the Calculationsresults screenEnable prompting before automatictransmission of Check Print recordsE-mail 9325 Notice to Taxpayer(automatic from Drake ProcessingCenter)ERO SSN IndicatorCheck for email during EF transmit/receiveCombine EF steps (Select, Transmit,Post Acks)DescriptionTaxpayers can choose their own PINs, or the software can assign a randomlygenerated PIN.Select this option to require that the Ready for EF indicator on the EFscreen be marked before a return can be selected for e-filing.Note: Log in as Admin to edit or unlock a file that has been transmitted andaccepted. Give preparers access at Tools > File Maintenance > UnlockClient Files through security settings.Select this option to produce a bank application any time data has beenentered on a bank screen.Print Form 9325, acknowledgment and General Information for TaxpayersWho File Returns Electronically, for every eligible return.Select this option to prevent e-filing of any 1040 return.Select this option to have the EF Status page printed whenever a return iseligible for e-filing.Select this option to alert the preparer after each calculation that there is nota bank product entered on the current return.Activates Imperfect Return Election check box on EF screen in data entry.Allows preparer to send the currently active return directly from the CalculationsResults window to the e-filing queue. (The return is then transmittedautomatically the next time you e-file returns.)Allows program to notify you before it transmits the Check Print records.Have Form 9325, Acknowledgment and General Information for TaxpayersWho File Returns Electronically, automatically e-mailed to taxpayer whenreturn is accepted. (E-mail address must be present on screen 1.)Choose a preparer number, Paid Preparer, or None. Override the choice indata entry.The program checks for e-mail received every time you transmit returns orpick up acks.Select this option to combine all steps of e-filing. Click OK or press ESC onselected returns to e-file, pick up any new acknowledgements, and processthe acknowledgements in one step.Tax Year 2008 29