Drake Tax - Custom Report - Integrated File and Pay Screen

Article #: 19004

Last Updated: June 25, 2026

 

Tags: Drake Tax

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You can run a report to identify that have the IFP screen completed by following these steps:

  1. Go to Reports > Report Manager.

  2. Select Client Reports > Client Contact > Client List (All Clients).

  3. Click Edit Report.

  4. Update the Report title (for example: IFP screen).

  5. From the Available columns listing, locate EPAY and click Select to add it to the report.

    • Add any other columns, as needed.

  6. Click Next.

  7. Click Edit Filters.

  8. Choose the All Individual (1040) Clients in the Available Filters list and click Copy Filter.

  9. Enter a new filter name (i.e., IFP).

  10. Click Add Condition.

  11. Make the following selections on the filter condition editor:

    • Keyword Name: EPAY.

    • Comparison: is present

  12. Click OK.

  13. Click Save.

  14. Click Save again.

  15. The Report Manager window shows with the new report highlighted. Click View Report.

  16. You can then print or export the list of clients and review the returns.