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Making Changes on the Fly<strong>Drake</strong> <strong>Software</strong> User’s Manual4. Click the plus [+] sign next to Miscellaneous in the tree directory (<strong>left</strong> column ofwindow).5. Double-click the keyword. The keywordappears in the letter template.6. Click Save.When the return is generated, the letter displays the custom paragraph as directed.E-filing orPaper-filing?If a return has an EF message when calculated, the return is considered ineligible fore-file and the program generates a result letter for a paper-filed return. If the return isconsidered eligible for e-file, a letter for an e-filed return is generated. You can overridethese defaults for the federal and state tax returns and extension applications.To override the defaults, go to the LTR screen and select EF or Paper for the selectedreturns. (See Figure 2-26.) To indicate one or more state returns, select state abbreviationsfrom the drop lists provided. In the Figure 2-26 example, the resulting letter willbe worded as if both the federal and Arizona returns are going to be e-filed.Figure 2-26: Select EF to force a letter to be printed as if the return is eligible for e-file.PrintingAdditionalLettersFrom Setup > Options > Optional Documents tab, you can select to have the customizedsupplemental letter, engagement letter, and privacy policy letter printed withall returns. To override the established defaults, go to the LTR screen and select Yes orNo for the desired letter types. In the Figure 2-26 example, the user has selected not tohave the engagement letter printed for the client.Overriding EF SetupThe EF screen in data entry allows you to suppress federal and state e-filing on a perreturnbasis. (The program default in Setup > Options > EF tab is that all eligibleforms will be e-filed.) For more information on the EF screen, see “EF OverrideOptions in Data Entry” on <strong>page</strong> 188.52 Tax Year 2008

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