Drake already had the following informational/tutorial page set up:

https://kb.drakesoftware.com/Site/Browse/17563/1116-Schedule-B-Foreign-Tax-Carryover-Reconciliation-...

 

It looks like you have to still attach the PDF, but that it will be automatically generated, once you go through the various inputs.

Because of time needed to go through the learning curve on a new software - thinking is to shift over with the next tax season. Have noticed that other firms were better prepared and faster in getting their software e-file ready than Proseries. Even if they have the forms, for example for PFICS 8621 - not all the functionalities are integrated into the system, where you would be able to e-file for all scenarios - especially for the more complex ones. So, a lot of manual inputs, adjustments, etc. - as well as having to paper file. 

Sense that Proseries lags when it comes to having especially new or more complex scenarios/forms. If your business is mostly for simple straight forward returns for those based in the US, or for those based abroad but earning less than the FEIE, then, good software, but if not, then, not always dependable, and quite slow on the take. 

 

Good luck!

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