User's Manual - Drake Software

Organizers and Proformas
Drake Software User’s Manual
Figure 4-3: Update Settings dialog box
2. Select the drive that stores the 2011 data to bring forward.
3. Select the setting categories to bring forward. All items, except for previously
updated items, are selected by default.
NOTES
Click the plus sign in front of an item to expand it and view or select subitems.
If you select an item with sub-items, all sub-items are selected by
default.
If updating Pricing setup, you will be prompted to enter a percentage
increase to apply per item, per form, or both, and the option to round to
the nearest dollar.
4. Click Continue, and then Confirm the selections to start the update process.
5. Click Exit when the status for each item is displayed as Completed.
Organizers and Proformas
Available for the 1040 package, organizers help clients prepare for their tax appointments.
Many organizer sheets feature two-column layouts, with one column containing
prior-year data and the other intended for current-year data (Figure 4-4 on
page 81).
NEW FOR
2012
Organizers can now be sent directly to the Drake Document Manager
or to your SecureFilePro TM portal. For details, see “Printing Organizers
and Proformas for Clients” on page 82. For more on the Document
Manager and SecureFilePro TM , see Chapter 13, “Suite Products.”
80 Tax Year 2012