Forms-based data entry allows you to enter a previously prepared return into the tax software. To enter a forms-based return in Drake:

    1. Go to File > Forms Based Data Entry.
    2. Enter or select the desired return.
    3. Click the link to open the screen for a particular line. Repeat for other lines as needed.
    4. Once you have filled in all return data, click Exit to close the form.



Note:

• The same toolbar from Data Entry is available in Forms Based Data Entry.

• If NONE is selected for Preparer # on screen 1, the program applies the same designation for Firm #, and nothing is shown on the corresponding lines or the printed return unless corresponding entries are made on the PREP screen. In addition, the program prints as the ERO the preparer selected as the Default ERO on the EF tab under Setup > Options.

• If the Preparer # field is left blank, the program uses the corresponding information from Setup > Preparer(s), respectively.