Drake Tax - Tracking by Donee

Article #: 13345

Last Updated: October 21, 2024

 


Tags: Drake Tax

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How to track the gifts given to a specific donee on a 709

A Donee Information screen (screen 2) was added to the 709 package to assist in the tracking of donations by a specific donee. The program will calculate the maximum donation limitation.

Image of donee screen