Can I print Organizers or Proformas for a specific group of clients?
Organizers and Proformas are generated at Last Year Data > Organizers or Proformas. In either case, the selection process is the same. The program looks in last year's software for the client information, so be sure that your data locations are set up correctly to point to the prior year installation of Drake Tax.
To enter a list of specific clients, if you have a list of taxpayer ID numbers, enter them individually and process the organizers or proformas in a batch. For five client organizers, as an example, enter each number separately and press Enter to build the list. When all of the clients have been added, click Next to proceed with the organizers.
Another option is to use a filter to search last year's clients and provide organizers or proformas from the search results. To do this, do not add individual numbers. From the empty Client Selection screen, click Next. Select an existing filter to use (or select Edit Filters to create a new filter to select), click Next, select Basic Search Conditions and click Continue to proceed.
For a video demonstration of generating organizers, see Generating Organizers.