What is the difference between an organizer and a proforma?
There are a few differences between organizers and proformas in both how and for what return types they are used.
How they are used:
- An organizer is usually mailed to a 1040 client to assist the taxpayer in organizing tax data before visiting the tax preparer. The tax preparer uses information from the organizer to aid them in the preparation of the tax return.
- A proforma typically is used in the tax preparer's office. It resembles Drake data entry screens: the screen name is shown and the individual data entry fields are numbered. You can view these field numbers on a Drake data entry screen by pressing Ctrl+N. When data is written into the proforma, it is like a rough (“proforma”) draft of a return.
For which returns they are used:
Drake provides organizers only for individual (1040) returns. You can use proformas for a 1040 and also for most business return types.