Knowledge Base

10513: Organizers or Proformas - Client Not Found

Organizers + Proformas

When I try to run an organizer or a proforma, a message advises that the client does not exist in the prior-year data path.

Make sure the client exists in the prior-year Drake Tax program. If the client is in the prior-year program, try the following steps:

  • Run the organizer or proforma again and double-check your data entry of the SSN or EIN.
  • Check the prior-year data path at Setup > Data Locations.
    • The data path must point to the location at which the client file exists. Compare the location to which the data path points with the location at which you find the client file. They must be the same for the software to run an organizer or proforma for the client.

For steps on creating blank, fillable PDF organizers for a new client, see Related Links below. 

Related Links

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