In order to send your tax returns to TaxPoint you must use Drake Software’s CALL screen and choose . By following these setup instructions you can ensure the message page will trap the return if you open the CALL screen and don’t select a “Consent to Disclosure” field or you may choose to ensure each prepare has to navigate to the CALL screen on every return to complete the Tax Return.

In order to navigate to this screen you must have a tax return open and in progress - you may either type 'CALL' within the screen textbox a the bottom of the dialog or choose the Miscellaneous tab and hit the link to the CALL screen.

Once you have opened the CALL screen you will find a number of options - the most important of which is the Taxpayer Consent to Disclosure where if you do not complete this form or choose "Signed" the tax return information will never be transmitted to TaxPoint. That said, it is imperative this screen and setting is answered correctly if you would like to provide your customers with status information related to their tax returns. To ensure this screen is populated and not forgotten we strongly recommend you follow the Drake Software Setup instructions to ensure this screen is included within your tax preparer’s workflow.

In addition to the Taxpayer Consent to Disclosure settings there are settings which control the method by which your client may be contacted regarding the status of their return, the language preference, as well as additional information such as the cell phone and email which must be populated depending on the contact method(s) chosen. For example, if you choose Email you must supply an email address otherwise TaxPoint cannot send email to your client. Likewise if you choose Text for SMS Text messaging a cell phone must be supplied. The Voice option will attempt to use a cell phone if populated on this screen or will use the primary phone from screen #1 to call your client with important tax return status changes.