Drake Tax - Bank EF Message 5384

How to clear EF Message 5384

There are three ways to clear this message:

• From the Home window of the software, navigate to Setup > Options > EF tab. To the left, under Select to Turn On, verify that you want to Alert preparer when bank product is not included. Clear this box if you prefer to not be alerted when a bank product is not included.

• In the return, fill out the applicable bank screen for your banking partner; this screen is located on the General tab of the Data Entry Menu, under the Electronic Filing and Banking section to the lower-right. Each banking partner has a different screen name, such as EPS for EPS or TPG for the Tax Products Group (Santa Barbara).

• If the return is not eligible for a bank product, open the EF screen (EF Selections), and under ADDITIONAL OPTIONS, select Return not eligible for a bank product.