Drake Tax – Color-Coded Fields Required for e-File

Article #: 13015

Last Updated: October 18, 2024

 


Tags: Drake Tax

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Some fields are color coded when the field must be entered if you intend to e-file the return. They appear on various data entry screens in all return types that can be e-filed.

Image showing a missing required field and the message that displays when you attempt to leave the screen without entering that info.

Default Settings

In the default setup, the color code for a required field is light blue. Exiting a screen with an empty blue field after beginning data entry:

  • Produces a reminder note

    • OK returns to the data entry screen

    • Cancel continues to exit the data entry screen

  • Produces an unnumbered error message on the MESSAGES page in View/Print mode regarding missing required data that prevents e-filing.

  • Changes the font color of the screen link to light blue on the data entry menu.

Optional Settings

Color coding for the fields and for the data entry menu screen link font can be changed at Setup > Colors.

The behavior of the reminder note can be changed at Setup > Options > Data Entry tab > Display warning for missing required field:

  • Every time required data is missing

  • Once per data entry session

  • Never