User's Manual - Drake Software

Drake Software User’s Manual
Software Setup
Available
Letters
Table 2-14 lists all available letter templates. All letters can be modified using the Client
Communications Editor. Templates with an asterisk (*) indicate letters that can be
generated, individually or in batches, separately from the tax return. (See “Letters” on
page 301.)
Table 2-14: Letter Templates Available in 2012
Letter Template
Result Letter
Result - Template
Extension Letter
Amended Letter
Estimate Payment
Reminder*
Scheduled Appointment
Reminder*
Referral Coupon
Preseason Letter*
Post-season Letter*
Customized Supplemental
Letter
Engagement Letter*
E-file Status Letter*
Privacy Policy
Description
Provides return results for the filed returns; gives info on bank products, estimates,
due dates, mailing instructions, etc., as applicable.
Contains the same keywords and paragraph tags as the Result Letter, but no prewritten
letter template is provided.
Explains that an application for extension has been filed.
Similar to the result letter, but for an amended return.
Provides details for making a 2013 estimate payment; individual (1040) package
only.
Informs prior-year clients of this year’s appointment date and gives instructions for
preparing for the appointment; individual (1040) package only.
Offers client a discount for referring another client; individual (1040) package only.
Reminder to 2011 clients that tax season is coming up; all applicable packages.
Letter thanking 2012 clients for their business; available for all applicable packages.
Fully customizable template that can be used to create a customer survey, package
or product offering sheet, generic letter, client coupon, etc.
Standard engagement letter for tax services.
Provides 2012 clients with an acknowledgment summary of their e-filed returns;
available for all applicable packages.
Generic privacy policy for clients.
K-1 Cover Letter Cover letter for a shareholder, partner, or fiduciary receiving a Schedule K-1; S corp,
partnership, and fiduciary packages only.
K-1 Amended Letter Cover letter for a shareholder, partner, or fiduciary receiving a Schedule K-1 that has
been amended; S corp, partnership, and fiduciary packages only.
Grantor Trust Statement
Cover letter for grantor trust statement; fiduciary package only.
Letters Setup
Use the Client Communications Editor (Setup > Letters) to edit letter templates, set
up the letterhead for letters and client bills, and preview letters.
NOTE
Use the Letter Outline tab to find individual letter paragraphs quickly.
Tax Year 2012 43