Drake Tax - Editing Auto-Complete Data for Banking Screens

How to edit the auto-filled bank information that comes up on the DD screen

To edit the auto-filled banking information:

1. Open the DD screen.

2. Left-click in the Name of Financial Institution field.

3. You can either press Ctrl + Shift + E on your keyboard, or, right-click in the field and select Edit Auto-Complete Data.

4. On the Edit Auto-Complete Data window, highlight the name that you want to edit and click Edit.

5. Make your changes and click Save.

6. After making all needed changes, click Save Changes at the bottom of the Edit Auto-Complete Data window.