Drake Tax - Adding Information as a Note to the e-Filed Return

How to include an additional message in the return to explain an entry so it is included when e-filed

Open the SCH screen, located on the Miscellaneous tab in data entry, and create a Preparer Note by completing the steps below.

1. Select X – Preparer’s EFT note instead of STM for sending voluntary information from the Type of attachment/statement number and title drop list.

2. Type the information you need included with the return in the area provided below the Multi-form code field.

3. Type a title in the Title field.

An EF NOTE page is produced that displays the Preparer Note.