User's Manual - Drake Software

Organizers and Proformas
Drake Software User’s Manual
Manager, or to the SecureFilePro TM portal. (For information on how to use the
Drake Document Manager and SecureFilePro, see Chapter 13, “Suite Products.”)
NEW FOR
2012
When sending organizers from multiple taxpayers to the Document
Manager or SecureFilePro TM portal, Drake automatically sends the
organizers or proformas to the correct client file or SecureFilePro TM
portal.
6. (Optional) Click Form Options to go to the Form Options dialog box and
change the forms to be included in the organizer or the proforma. When finished,
click Ok.
7. (Optional) To view one of the organizers or proformas in View mode, click View.
From View mode, you can print or e-mail the individual organizer or proforma.
Click Exit to return to the Print Organizers/Proformas dialog box.
8. Click Print.
9. In the Print Selections dialog box, choose a printer and any other options desired.
10.Click Print, and then click Print again. (If printing a PDF document, click Save.)
NOTES
If printing proformas for multiple return types, additional Proforma
Options dialog boxes appear. Select additional options and click Process
(1040, 1120, 1120S, 1065, etc.) to proceed.
Preseason letters can also be printed in batches, apart from proformas
and organizers. See “Letters” on page 301.
Print Options for Organizers
As noted above, you can choose send the proformas or organizers to a printer, to the
Document Manager, or to the SecureFilePro TM portal. By sending it directly to your
SecureFilePro TM portal, you save yourself several steps in getting an organizer into the
hands of your client. Plus, SecureFilePro TM sends your client an e-mail, alerting him or
her that the organizer is ready for download, and then sends you an e-mail when your
client accesses your SecureFilePro TM portal.
When the client completes the organizer, he or she can either mail it back, handdeliver
it, or scan it and upload it to the portal. SecureFilePro TM will alert you by e-
mail when the uploaded organizer is ready for you to download.
For more on SecureFilePro TM , see “SecureFilePro” on page 362.
NOTE
You can also print organizers and proformas from the Scheduler. From
the Appointment Detail toolbar in the Scheduler, click Proforma or
Organizer and follow Step 3 through Step 10 in the procedure listed
under “Printing Organizers and Proformas for Clients” on page 82. See
“Scheduler,” following.
84 Tax Year 2012