User's Manual - Drake Software

Letters
Drake Software User’s Manual
You can also use the Letters tool to print batches of pre-addressed mailing labels,
envelopes, and postcards.
NOTES
The information provided here applies to letters that can be printed in
batches. For more information on the other types of letters available in
Drake, see “Introduction to Letters in Drake” on page 40.
If printing an engagement letter for a taxpayer who has not been
entered into the system, you are prompted to provide the person’s
name and address information and type of return. This action does not
create a client file in Drake; the information is used for the engagement
letter only.
Printing Letters
To print one or more letters:
1. From the Home window, go to Tools > Letters > Letters.
2. From the Client Letters dialog box, select a letter type (Figure 11-11).
Mailing Labels
Figure 11-11: Letter choices in Client Letters dialog box
3. Click Next to open the Client Selection dialog box.
4. Complete one of the following:
• Print a letter for specific clients — Enter a client’s SSN/EIN and click Add
Client. Repeat for additional clients. Click Next.
• Print a batch of letters — Click Next to open Client Letters Filters Selection.
Select filtering and sorting options. If a more complex filter is needed,
click Edit Filters. (See “Filter Manager” on page 319.) Click Next for Basic
Search Conditions. Click Continue to Scan Client Files.
5. Click Print.
You can print mailing labels to a label printer. To print mailing labels:
1. Ensure that label sheets are loaded correctly into the printer.
2. From the Home window, go to Tools > Letters > Mailing Labels.
302 Tax Year 2012