The import function does not replace preparer review. It is always necessary to verify that all data entered in a tax return is accurate. Generally, you will want to compare imported data with data in the source documents. When you compare imported data with source documents, you can create a verification record by annotating the documents themselves, electronically or manually, by logging verification in the Drake Documents Audit Log, or both.

Drake Documents

To log a record of document verification in Drake Documents, you can create and use a custom status and add comments to the document description.

Custom status

To create a new status, in Drake Documents go to Setup > Options.

• Click the Show/Hide button for the Document Status list to display the list.

• In the Document Status list, enter a status name such as Import Verified.

• Click Save to save the changes.

To set the status for a document, right click the document row in Drake Documents, point to Status in the drop list, and select the status.

Description Comment

To add a comment to the description, right-click the document row and select Properties to open the Audit Log. Enter the comment in the Description field. Click OK to save it.

PDF Annotations

There are a number of software products that allow you to edit or annotate PDF documents. For information about their features, or help using them, contact the software supplier.

• Adobe Reader – add sticky notes or highlighting.

• Adobe Standard – add check marks, notes or highlighting to PDF documents or individual fields.

• Any other PDF editor that can annotate PDF documents.