User's Manual - Drake Software

Drake Software User’s Manual
Organizers and Proformas
Figure 4-4: Sample of Wages and Salaries page from an organizer
Available for individual and business packages, proformas have numbered fields corresponding
to the fields on Drake data-entry screens (Figure 4-5). Proformas are
designed to be internal documents and can be used during the interview process.
Figure 4-5: Sample of W-2 page from a proforma
Blank proformas and organizers can be viewed and printed from Tools > Blank
Forms. See “Printing Organizers and Proformas for Clients” on page 82 for information
on printing for selected clients.
Entering Information from Proformas
Use proformas during the interview process, or have a data entry operator enter tax
information from proformas following the interview.
Each sheet in a proforma has special codes printed on the left side of the page. For
example, the red circle in Figure 4-5 shows that the proforma code for the W2 screen
is “2-6.” As an alternative to the screen code of W2, the data entry operator or tax preparer
can use the screen’s proforma code (2-6).
To access a screen by entering its proforma code:
1. From the Data Entry Menu, press CTRL+I to change the selector field.
Tax Year 2012 81