Menu

Search

Knowledge Base


18202: Setup Options Overview


Options Setup

What options are available to customize the Drake Tax program?

 

You can customize Drake Tax by going to Setup > Options and selecting from the options on the available tabs. Note that some options vary depending on the year of Drake Tax being used and your preparer security settings/rights.  

Data Entry tab

  • When possible, make data entry screen text smaller to minimize or eliminate scrolling - see KB 13193 and 16426
  • Tab to ZIP code field (skip city/state and use ZIP code database)
  • Show notes/reminders to preparer when opening a return - see KB 12486
  • Verify SSN when creating new return
  • Enable Windows standard keystrokes - see KB 12130
  • Autofill preparer and firm number on new returns
  • Magnify data entry - see KB 11578
  • Activate W-2 wage and withholding verification fields - see KB 10932
  • Do not restrict minimum font size in 800x600
  • Use grid data entry format on available screens - see KBs 11505, 13144, and 13127
  • Enable Data Entry toolbar - see KB 14287
  • Disable TaxBook Research links - see KB 16943
  • Language Options (English or Español) - see KB 15020
    • Menus and data entry screens
    • Field-specific help in data entry (1040 only)
    • Notes and Error Codes (1040 only)
  • Letter case for data entry (upper case or mixed case) - see KB 16990
  • Display warning for missing required field

Calculation & View/Print tab

  • Auto-calculate tax return when exiting data entry - see KB 14201
  • Display client fee on Calculation screen - see KB 11865
  • Print only one overflow statement per page - see KB 13251
  • Go directly to form when accessing View or data entry mode
  • Audible notification of calculation error messages - see KB 11692
  • Mask SSN, EFIN, PTIN on Client and Preparer sets - see KB 14304
    • Do not mask last 4 digits of SSN
    • Do not mask depositor account number on Form 1040
    • See KB 14876 for additional masking options available in view mode. 
  • Turn off auto-balance of the balance sheet
  • Elect to claim FTC without filing Form 1116 when possible - see KB 17563
  • Layout for depreciation schedule
  • Pause option for calculation - see KB 11692
  • Number of days to store print files - see KB 10379
  • Print sort options for Interest/Dividends

Form & Schedule Options tab

  • Print Schedule A only when required
  • Print Schedule B only when required
  • Print Schedule 4562 only when required
  • Print Schedule 6251 only when required
  • Next-year depreciation schedule - see KB 11423
  • W-2/1099 forms
    • Print two W-2/1099-Rs per page - see KB 11386.
  • Carryover Worksheet - see KBs 10863 and 14073
  • Print page 2 of Schedule K-1 for 1041 and K-1 codes for 1120S and 1065 - see KB 11677
  • Print ES vouchers only when screen ES indicates - see KBs 10824 and 14487
  • Always show reason for no EIC - see KB 10886
  • Always show tax computation worksheet - see KB 10298
  • Print shareholder's/partner's adjusted basis worksheet - see KB 12275
  • 1040-SR Suppress drop list - see KB 16444
  • Form 8879 bank account options - see KB 10475
  • W-2 list if greater than __
  • W-2G list if greater than __
  • 1099-M list if greater than __
  • 1099-NEC list if greater than __
  • 1099-R list if greater than __
  • Federal Withholding Summary - see KB 14288
  • List of Dividends and Interest if more than __
  • K-1 list (bus. returns only) if greater than __

Optional Documents tab

  • Folder coversheet
  • Prior year(s) comparison form - see KBs 10855 and 18435
  • Return summary
  • Bill summary
  • Labels
  • Taxpayer address drop list
    • Do not print taxpayer envelope sheet with organizer
  • IRS service center address
  • State address
  • City address
  • K-1 address
  • Firm address
  • Do not print firm envelope sheet with organizer
  • Estimated payment coversheet

Optional Items on Return tab

    • Date on return - see KB 10633
      • Print dates for taxpayer and spouse signatures (excludes 1040)
    • Taxpayer phone number - see KB 10209
    • Taxpayer email address
    • Automatically calculate penalties and interest on returns filed after the due date. Drake Software automatically updates quarterly interest rates when needed. See KB 12085
    • Third party designee drop list - see KB 10820

    Client Communications tab

    • Letter selection by return type - see KBs 10569 and 12697
    • Include privacy letter with returns - see KB 11625
    • Include engagement letter with returns - see KB 14161
    • Include customized supplemental letter with returns - see KB 14869
    • Include K-1 letter with returns - see KB 10980
    • K-1 Letterhead options
    • Filing Instructions options - see KB 11208
      • Federal
      • State
      • Print filing instructions for federal Forms 8878 and 8879
    • Use paper-filing information for federal and state letters and filing instructions - see KB 16438
    • Referral Coupons (3 per sheet) - see KB 12159
      • Sheets per return
      • Coupon Amount
      • Do not print referral coupons with organizer

    Billing tab - see KB 13392

    • Select Bill format
    • Show preparer fees withheld from bank product - see KB 11865 for fee details.
    • State sales tax
    • Local sales tax
    • Billing statement format - see KB 13939
    • Header on bill
    • Print taxpayer's phone number on the bill
    • Print taxpayer's email address on the bill
    • Custom Paragraph options

    States tab

    • Choose a state for state-specific options.

    EF tab

    • Auto-generate taxpayer(s) PIN (1040 only) - see KB 13284
    • Require "Ready for EF" indicator on EF screen - see KB 10398
    • Lock client data file after EF acceptance - see KB 12280
    • Print 9325 when eligible for EF - see KB 10847
    • Suppress federal EF - see KB 10081 for additional options for suppressing EF.
    • Print EF status page
    • Alert preparer when bank product is not included - see KB 10797 for info about bank products.
    • Activate imperfect return election in data entry - see KB 10429
    • Allow EF Selection from the Calculation results window
    • Allow EF from View/Print (ADMIN only)
    • Enable prompting before automatic transmission of "Check Print Records" - see KB 10180
    • Email 9325 Notice to Taxpayer (automatic from Drake Processing Center) - see KB 10847
    • Require e-Signatures on all electronically signable forms (1040 only) - see KBs 12518 and 13097
    • Disallow EF selection if DoubleCheck Review flag exists - see KBs 13765 and 13861
    • Default ERO - see KB 10820
    • Combine EF steps (Select, Transmit, Post Acks) - see KB 10288
    • Upload Client Status Manager data to Drake for web-based reporting - see KB 10800
    • State EF Suppress options - see KB 10081 for additional options for suppressing EF.
    • Customize EF Selection Reports also see KB 13207

    Administrative Options tab (admin level logins only)

    • Use customized data entry selection menu - see KB 13245
    • Customize user-defined data entry fields - see KB 12197
    • Allow preparer access to same-firm returns only
    • Use customized flagged fields on all returns - see KB 13905
    • Apply current-year Admin flag settings when updating from prior year - see KB 10846
    • Authorize/Request the disclosure of certain taxpayer information
    • Print all due diligence assistance documents - see KB 14268
    • Require due diligence assistance screens to be completed - see KB 14291
    • Enable logged in preparer's Personal Client Manager - see KB 10131
    • Charge ALL taxpayer's the same fees (You MUST read the program help before choosing this option) - see KB 11000
    • Automatically password protect files - see KB 13098
    • Default password - see KB 13098
    • Return Status Notification Programs see ABCvoice.
      • Select program drop list
      • Generate consent forms with tax return
      • Require contact information on returns
    • Include password protected returns in reports (ADMIN only) - see KB 14180

    Also In This Category


    On a scale of 1-5, please rate the helpfulness of this article


    Not Helpful
    Very Helpful
    Optionally provide private feedback to help us improve this article...

    Thank you for your feedback!


    Details
    Article has been viewed 2.4K times.
    Last Modified: 2 days ago @ 3:30 PM
    Rated 1 star based on 2 votes.
    Options