Drake Software Evaluation Guide

3 0 | P r o g r a m S e t u p 2 0 0 8 D R A K E S O F T W A R EBilling Tab• Click the corresponding box to turn a feature on:• Print taxpayer’s SSN on bill.• Show preparer fees as withheld from bank product.• Show preparer fees associated with bank product.• Sales Tax – Sales tax percentage to add to client statement. Enter a number greaterthan 1. For example, 4.5 would represent a sales tax rate of 4.5%.• Billing statement format – Select a statement option: Show only total amount; Showform list and total; Show forms, form prices, and total; Bill by time; Show forms,number of forms, and charges per form; Move Prep Time Charge To Bottom OfBill; or Do not prepare bill.• Header on bill – Show preparer’s name, Show only tax year, Professional servicesstatement, or None.• Custom Paragraph – Chose to print a custom paragraph at the top of the bill, thebottom of the bill, or not at all. Enter the text for the paragraph in the field.States Tab• There are specific options available for some states. Select the state from the drop listand select the options that apply. Set up each desired state separately.Drake Software Evaluation GuideCopyrighted Material