Knowledge Base

10854: Organizers and Proformas - Differences

Organizers + Proformas

What is the difference between an organizer and a proforma?

There are a few differences between organizers and proformas. 


  • 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.
    • Can be used only for individual 1040 returns.


  • A proforma typically is used in the tax preparer's office.
    • It resembles Drake Tax 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 Tax data entry screen by pressing CTRL + N.
    • When data is written into the proforma, it is like a rough (“proforma”) draft of a return.
    • Can be used for 1040 and most business return types. 


Also In This Category

Article has been viewed 12K times.
Last Modified: 10 Months Ago