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12740: Organizers - Single and Batch Creation


Organizers + Proformas

How can I create organizers for my clients, such as a single organizer or batch organizers?
 

You don't have to update last year's clients into this year's software to run organizers. When you prepare organizers, the software collects client information from last year's client files. Your prior-year data path must point to the correct location; see Related Links below for details.

Single Organizers

  1. From the Home window of Drake Tax, select Last Year Data > Organizers.
  2. Select whether you would like the Summary or Comprehensive organizer. 
  3. Enter the SSN or SSNs for whom you would like to create an organizer.
  4. Click Next at the bottom of the window.
  5. Select from the Form Options or Custom Editor, as needed.
  6. Click Process 1040 at the bottom of the window.
  7. The software scans the clients chosen and then displays the Organizer/Proforma – Print Options window.
  8. Note that at this time you can choose to send the documents to your printer, to Drake Documents (previously DDM), and to upload to SecureFilePro.
  9. Click Print.
  10. From the Print Dialog window, select the printer you need.

Batch Organizers

  1. From the Home window of Drake, select Last Year Data > Organizers.
  2. Select whether you would like the Summary or Comprehensive organizer. 
  3.    
  4. Do not enter SSNs. Instead leave the selection area blank to print all organizers.
  5. The Organizer Filter Selection screen is displayed.

    Select a filter, such as All Individual (1040) Clients, from the drop list under Select a Filter.  You may edit the filter for additional search criteria if necessary. Click Edit Filters and edit as needed.
    Also select your sort option:  Taxpayer ID, Taxpayer Last Name, Zip Code, etc. from the drop list under Sort Options.
  6. Click Next.
  7. The Basic Search Conditions window is displayed.

    Select the Return Type, Return Result, Activity, and Preparer and Firm as needed.
  8. Click Continue.
  9. You may see a message that Organizers are only available for the Individual (1040) Package if you have chosen All Clients rather than All Individual (1040) Clients. Click OK to continue.
  10. Select from the Additional Proforma/Organizer Options as needed.
  11. Click Process 1040. You can see the software search through your filter on the Proforma/Organizer Status window.
  12. The Print Organizers/Proformas window is displayed.
  13. If you want to check the forms appearing in any one of the organizers listed, highlight that client and select View.  When finished, click OK.
  14. Click OK to Referral Coupon popup.  Note:  This message will display if you have not set up the coupon under Setup > Options > Optional Documents (bottom right of the screen).
  15. Choose the clients you need from the list, or choose Select All, and click Print.
    Note:  You can select to send the documents to your printer, to Drake Documents (previously DDM), and to upload to SecureFilePro.
  16. From the Print Dialog window, select the printer you need.
    Note: You can select Help on any screen for more detailed instructions.

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