Drake Accounting - W-3 Contact Person

Overview

The Contact Person and Email address on the W-3 are pulled from the Firm > Firm Information Setup screen. We understand this information is needed to attest to the accuracy of the W-2/W-3 in print and in the electronically transmitted file.

While DAS is designed to pull the information from the Firm setup, you can choose to use Client Contact Information for the Forms W-2/W-3 on the Client Setup section to override the default Accountant Information. This option is enabled by going to Client > Add or Edit > Federal Form Setup tab. Select the option Use Client Contact Information for Form W-3/W-3c. This option affects both the printed copies and the electronically transmitted file.