Drake Tax – Proformas

Overview

Proformas print last-year’s tax information on interview sheets. To access this option, select Last Year Data > Proformas.

Produce Proformas for Specific Taxpayers

1. To search for clients you can:

   • Enter client's name in the Client Selection field

   • Enter the clients SSN/EIN in the Client Selection field

   • Limit the results by making a selection from the drop-down menu

   • The matching clients will appear in the Results List below the drop-down menu

2. To add clients to the Selected Clients list, either:

   • double-click on the client in the Results List

   • or

   • single-click on the client in the Results List, then click Select Client

3. When all clients are selected, click Next.

Produce Proformas Based on Client Search

1. Leave the Client Selection field blank and click Next.

2. In the Proforma Filter Selection window, select desired filter and sort options, then click Next.

3. In the Basic Search Conditions window, select desired options, then click Continue.

4. In the Proforma/Organizer Options window, you may click Form Options to change the form order and to choose what forms are printed.

5. Click Process.

6. In the Proformas - Print Options window, select desired options, then click Print.