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Data EntryDrake Software User’s ManualZIP CodeDatabaseEINDatabaseBank NameDatabaseWhen a ZIP code is entered on a data entry screen, the city and state fields are filledautomatically by default from the program’s ZIP code database. There is no need toenter the city and state.When new employer data is entered into a screen, the program stores the EIN, businessname, and business address in the EIN database. The next time the EIN is enteredon a W2, 1099, or 2441 screen, the business name and address automatically appear inthe appropriate fields.The program retains the names of all financial institutions when they are entered forthe first time in data entry. The next time the first few letters of a saved name areentered, the program “auto-completes” the entry (automatically fills the field withinformation) by displaying the whole name.To add, edit, or delete entries from the bank name database, place the cursor in a bankname field and press CTRL+SHIFT+E and follow then instructions that are displayed.ScreenFieldsMany screens in Drake have fields labeled TS, F, ST, and City. These fields, shown inFigure 3-15, and described below, are used to apply the data on the screen to the taxpayeror the spouse (or both), on federal, state, or city returns.Figure 3-15: Screen code examples for Schedule C• TS (or TSJ) — Select T if a screen applies to the primary taxpayer, S if it appliesto the spouse, or J if it applies to each spouse equally. (Default is T.)• F — Code indicates whether the screen data should be used in calculating the federalreturn. Data is not carried to the federal return if a zero (0) is entered here.• ST — Code indicates whether the screen data should be used in calculating a specificstate return. If this field is blank, the software uses the resident state bydefault. The data is not carried to any state or city if a zero (0) is entered here.• City — Code indicates the source of the income on city returns.Press F1 in a screen field to view all acceptable codes for that field.AssociatingOne Screenwith AnotherDrake allows you to associate one screen with another—such as when an asset needsto be associated with a Schedule C. To connect screens, complete the For field and theMulti-form Code field (if applicable) at the top of the asset screen.For the For drop list, select the form to associate with the current form. For example,in a 4562, you would select C to associate it with a Schedule C (Figure 3-16).62 Tax Year 2008