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Making Changes on the Fly<strong>Drake</strong> <strong>Software</strong> User’s ManualUse the override fields on the BILL screen in data entry to override establisheddefaults. For more on the BILL screen, see “Overriding the Bill Amount” on <strong>page</strong> 49_NOTEWrite the custom paragraph for the bill in the Custom Paragraphfield at Setup > Options > Billing tab.Listing a Different Firm, Preparer, or ERO on a ReturnBy default, the program prints the information shown in Table 2-19on the return.Table 2-19: Firm, Preparer, and ERO Data that Can Be Changed on the FlyInformationFirmPreparerERODescriptionFirm #1 from Firm Setup (first firm entered in Setup > Firm(s))Preparer who fills out the return (entered in Setup > Preparer(s))ERO from Setup > ERO; appears on Form 8879, IRS e-file SignatureAuthorizationTo override any of these defaults for a return, go to screen 1 of the return. In theReturn Options section, select the firm, preparer, and ERO to be used.Figure 2-23: Setup override fields on screen 1If a field is <strong>blank</strong>, the program uses the default setting. Select NONE if you wantnothing printed on the applicable line on the return._NOTESThe Data Entry # field is for tracking purposes only.A firm or preparer must be entered in Firm or Preparer Setup inorder to show up as an option in the override drop lists on screen 1.OverridingOtherPreparerInformationThe PREP screen in data entry allows you to override the following data for a return:• Third party designee (See “Third Party Designee” on <strong>page</strong> 138.)• Federal preparer information (if the firm is not set up in Firm Setup)• State preparer information (if the firm is not set up in Firm Setup)48 Tax Year 2008

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