Drake Tax - EF Status Letter

All Clients

To produce e-file status letters for all clients:

1. From the Home window of the software, go to Tools > Client Communications > Letters.

2. Select EF Status - Notification of e-file status for this season's returns and click Next.

3. Click Next without making any client selection.

4. Select a filter from the Client Letters Filter Selection (such as Clients Completed Today) or use Edit Filters to create a custom filter.

5. Click Next.

6. Review the Basic Search Conditions and make any changes necessary. Click Continue.

7. The software searches through client files and displays the print dialog box. Print the letters to the desired location.

Select Clients

To produce e-file status letters for select clients:

1. From the Home window of the software, go to Tools > Client Communications > Letters.

2. Select EF Status - Notification of e-file status for this season's returns and click Next.

3. Select individual clients from the list or enter the SSNs.

4. The software searches through the client files and displays a print dialog box. Print the letters to the desired location.