Drake Tax - Adding a Preparer Note
Article #: 12486
Last Updated: October 21, 2024
Use either the NOTE or the PAD screen to produce pop-up reminders or to put preparer notes on the NOTESpages in View/Print mode. You can use either or both screens, and you can Page Down for multiple screens.
Summary
To produce a pop-up reminder when a return is opened to data entry, use the PAD screen or the Miscellaneous Notes field on the NOTE screen.
The pop-up must be enabled by selecting the option Show notes/reminders to preparer when opening a return on the Setup > Options > Data Entry tab.
A NOTE screen pop-up (Miscellaneous Notes field) can be individually disabled with the Don’t show option.
To produce a note on the NOTES pages in View/Print mode, use the first four note fields on the NOTE screen.
To prevent e-filing for a problem or open issue, select the Hold EF option on the NOTE screen.
To produce a note that updates to next year, use the PAD screen or the Miscellaneous Notes field on the NOTE screen.
Screen | Pop-up reminder? | Appears in View on NOTES page? | Can prevent e-filing? | Updates to next year? | Goes into Organizer? |
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PAD | If enabled in Setup > Options | No | No | Yes | No |
NOTE | Only the Miscellaneous Notes field on NOTE screen. If enabled in Setup > Options and Don't show is unselected on NOTE screen. | Yes, except Miscellaneous Notes field entries. | Yes, if EF Hold option is selected. | Only Miscellaneous Notes field entries. | Only Miscellaneous Notes field entries where Print on Organizer is selected. |
Details
A PAD screen entry always updates to next year and always produces a "Preparer Notepad" reminder pop-up when the return is opened to data entry:
If you use the NOTE screen:
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The first four notes entered on the NOTE screen appear in View/Print mode on the NOTESpages.
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Hold EF produces EF Message 5421 ("review the NOTE screen for outstanding issues") to prevent e-filing until the option is cleared.
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Selecting this option does not stop an extension (Form 4868) from being e-filed, in expectation that more information is needed from the client.
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Don't show keeps a Miscellaneous Notes entry from appearing as a pop-up.
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Print on Organizer puts a Miscellaneous Notes entry in a "Miscellaneous Notes" section on MISC Page 3 of the client's organizer for next season.
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The NOTESpage shows the first four notes on the NOTE screen.
Note If enabled, a Miscellaneous Notes entry appears as a "Miscellaneous Notes" pop-up when the return is opened to data entry.