Drake Tax – 1040: Estimate Letter

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Article #: 10163

How to get the individual estimate letter to print with the return

It will not print with the return. It is designed to go out during the year as a reminder to send in the Estimated Payment. Follow these steps to print the Estimate Letter:

  1. Go to Tools > Client Communications > Letters.

  2. Select Estimate.

  3. Click Next.

  4. Enter the SSNs of the clients for whom you want to print letters, or select them from the list. Click Next.

    • Alternatively, leave the client selection field blank and click Next to print estimates letters for applicable clients who owe estimates.

  5. Choose the current (or future) quarter in the Quarter drop list. The software will display the date that the next estimated payment is due after the selected quarter.

  6. Click Next to print the letter.