10854: Organizers and Proformas - Differences

There are a few differences between organizers and proformas. 

Organizer

• An organizer is usually mailed to a client to assist the taxpayer in organizing tax data before visiting the tax preparer. Starting with Drake23, organizers can be created for individual and business returns.  
• The tax preparer uses information from the organizer to aid them in the preparation of the tax return.

Proforma 

• A proforma typically is used in the tax preparer's office.
• It resembles Drake Tax data entry screens: the screen name is shown and the individual data entry fields are numbered.
• You can view these field numbers on a Drake Tax data entry screen by pressing CTRL + N.
• When data is written into the proforma, it is like a rough (“proforma”) draft of a return.