User's Manual - Drake Software

Drake Software User’s Manual
Letters
Figure 11-10: Step 3: Choose one of the business types listed.
• If a Drake file is found, you’re asked to confirm the business type. Click Yes
to proceed.
6. Click Finish to import the QuickBooks file into the Drake file.
After importing the QuickBooks files, enter Inventory amounts and details for Other
Deductions and items requiring details on the return.
NOTE
If the QuickBooks file type does not match the one in Drake, you are
prompted to convert the QuickBooks file while importing (for example, if
there is an S corporation file to import into the Drake 1120 package).
Letters
The Letters tool allows you to print batches of certain client letters at a time. These letters,
listed in Table 11-2, are those that do not typically accompany a tax return.
Table 11-2: Letters Available from Tools > Letters > Letters
Type of Letter
Post-season letter
Preseason letter
Estimate payment reminder
Appointment letter/
email notifications
EF status letter
Engagement letter
Suggested Purpose of Letter
Thank clients for their business; remind them that you
are available for additional tax-preparation assistance.
Make contact with last year’s clients; encourage clients
to use organizers.
Remind current-year clients that estimate payments are
due; provide instructions for sending payments.
Send appointment reminder letters to selected clients
via letter or e-mail.
Provide acknowledgment status of e-filed return.
Enter into contract with clients to prepare their tax
return.
Tax Year 2012 301