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Drake Software User’s ManualMaking Changes on the FlyThis screen has a field for the preparer’s alternative PIN. You can also select not toprint the preparer’s information on the letter, bill, or summary._NOTEThe alternative PIN must match the one created in Setup > Preparers.Overriding the Bill AmountStandard rates must be established in Pricing Setup, by can change the billing amounton the fly, either by overriding the total or by adjusting individual amounts.Overridingthe TotalTo override the total amount on a client’s bill, go to screen 1 and enter the desiredamount in the Fee Override field (located in the Return Options box)._NOTEIf this box is not activated, go to Setup > Options > Data Entry andselect the Activate Preparer Fee override box.AdjustingIndividualAmountsUse the BILL screen to adjust individual amounts on a client’s bill. The followingitems are added to or subtracted from the bill using the BILL screen:• Write-in Adjustments, such as for coupons and other discounts• Balance due from prior year• Tax Planner fees• Percentage increases and discounts• Sales tax percentage• Prior PaymentsNEW FOR2008You can now create user-defined drop lists for the write-in Adjustmentsand Payments screens. See “Customized Drop Lists” on page 31.You can also indicate the following adjustments from the BILL screen:• To include Form 8888 on the bill if the taxpayer is paper-filing and depositing therefund into multiple accounts• To adjust the bill as needed for a self-prepared or firm-prepared e-filed returnThe BILL screen also allows you to override the date printed on the bill and add ashort note (separate from the custom paragraph) to the bottom of the bill.Pricing for aSingleReturnTo override Pricing Setup and establish prices for a single return:1. In View mode of a return, right-click a form and select Setup > Form Properties.The Properties dialog box is displayed (Figure 2-24).Tax Year 2008 49