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10854: Organizers and Proformas - Differences


Organizers + Proformas

What is the difference between an organizer and a proforma?
 

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.

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