Drake Tax - Organizers: Client Blank Fillable Organizers

Article #: 14315

Last Updated: February 23, 2026

 

Tags: Drake Tax

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To create a blank, fillable PDF organizer for a new client, follow the steps below. Watch the video Generating Organizers for a demonstration.

Important  Users have reported issues when opening and editing the fillable PDF in Google Chrome. Changes made within Chrome may not be saved due to a browser compatibility limitation.

Please have your client download and save the PDF to their computer, then open it using a dedicated PDF viewer, such as Adobe Acrobat Reader. This will allow them to complete the form, save their changes properly, and re-upload the finalized document.

  1. Select the Last Year Data menu, then select Organizers.

    Image of "Last Year Data" > Organizers

  2. Select Summary Organizer or Comprehensive Organizer, then click Next.
    Image of "Select the type of Organizer" window

  3. Enter the client's SSN, or enter a string of nine zeros (000000000) if unknown, then hit Enter.

    • Important: If you do not enter a 9-digit number, the process will stop and the window will close.

    • When you enter a SSN and the taxpayer's name and address, this process creates a prior year data file with the basic demographic information completed. If you do not know the SSN at the time of the organizer creation, and use a string of zeros, you should not update the return from the prior year as it will have the placeholder 000000000 used as the SSN. This would require changing the SSN by using the Tools > File Maintenance > Change ID Number on Return feature, but PPR users will be charged for another PPR if used. Either change the SSN in the prior year before updating, or create a new return without updating the 000000000 file to the current year.

      Image of "Change ID Number on Return"

  4. You will then have the option to enter the client's basic demographic information. This allows the forms to be customized with the taxpayer's name and address. Click OK at the bottom.

    Image of Client demographic info

  5. Click Next.

  6. Check the box Omit Social Security Numbers to prevent the SSN (or all zeros) from showing on the organizer. Click Process 1040.

    Image of Proforma/Organizer Options

  7. Select the options Save PDF copies of document(s) to Drake Documents, and Generate fillable PDFs.Image of Print Options

  8. Select Print.

  9. Once the fillable PDF has been generated, you will be asked to save the document to your computer. Even though Save to Drake Documents is selected, the file will not automatically save to Drake Documents as the new client is not in the software and has no folder yet. Another location will need to be selected.

  10. You can then send the PDF by email or upload it to Drake Portals.

Drake Portals - Organizers (Taxpayer View)