This tool prints letters for clients.  To access this option, select Tools > Letters > Letters.


Note

Edit letter text using options in Setup > Communications Editor.



Post-Season Letters for Current Year Clients


You can print a post-season letter for any current year client.

    1. Go to Tools > Letters > Letters, select Post-season for [current year] Clients, and click Next. 
    2. To print this letter for a specific client, enter the taxpayer's SSN/EIN, and follow the on-screen printing instructions:  Or to print this letter for multiple clients, leave the box blank and click Next, and complete the following steps. 
    3. The "Client Letter Filter Selection" dialog opens.
    4. Make filter changes if needed. 
    5. Click Next.
    6. The "Basic Search Conditions" dialog opens.
    7. Modify search conditions if needed. 
    8. Click Continue to initiate the post-season letter process.


Pre-Season Letters for Last Year Clients


You can print a pre-season letter for any last year client that exists in the last year data path.

    1. Go to Tools > Letters > Letters, select the Pre-season for [last year] Clients, and click Next.
    2. To print this letter for a specific client, enter the taxpayer's SSN/EIN, and follow the on-screen printing instructions:  Or to print this letter for multiple clients, leave the box blank and click Next, and complete the following steps. 
    3. The "Client Letter Filter Selection" dialog opens.
    4. Make filter changes if needed. 
    5. Click Next.
    6. The "Basic Search Conditions" dialog opens.
    7. Modify the search conditions if needed. 
    8. Click Continue to initiate the pre-season letter process.

 


Note

If clients are not found and Drake Software was used last year, check the Drake last year data path in Setup > Data Locations.



Individual Estimate Payment Reminder for Current Year


You can print Individual Estimate Letters for clients who have estimated payments due in current year.

    1. Within Tools > Letters > Letters, select this option and click Next. 
    2. To print this letter for a specific client, enter the taxpayer's SSN/EIN, and follow the on-screen printing instructions:  Or to print this letter for multiple clients, leave the box blank and click Next, and complete the following steps. 
    3. The closest estimated due date to the current date prints on the letter by default. You can change the due date by entering in the desired payment month. The due date changes to the closest IRS due date to that month. 
    4. Click Next to print the letter(s).


Scheduled Appointment Reminder for Current Year Clients


You can print Schedule Letters for clients who have an appointment with an email address and the taxpayer's SSN/EIN in the current Drake Scheduler.

    1. Within Tools > Letters > Letters, select this option and click Next. 
    2. To print this letter for a specific client, enter the taxpayer's SSN/EIN, and follow the on-screen printing instructions:  Or to print this letter for multiple clients, leave the box blank and click Next, and complete the following steps. 
    3. The "Scheduled Appointment Reminder Letters" dialog opens.
    4. Select the date range and preparer information. 
    5. Click Next.
    6. The application searches for appointments meeting the criteria and displays the results on the "Appointment Selection" dialog opens.

 


Note

Appointment reminders can be sent to your clients as printed letters, email notices, or you can opt to send both. To use the email feature, make sure you enter the taxpayers email address on screen 1 in data entry.


 

    1. Select the items to print and click Finish.
    2. The "Print Letter(s)" dialog opens.
    3. Change printer selection or settings if needed.
    4. Click Print to print the reminder letters.

 

EF Status for Current Year Clients


Selecting this option in Tools > Letters > Letters allows you to print EF status letters in bulk for multiple clients. If you want an EF status letter included with each return, update that setting in Setup > Options. To modify the EF status template, select Setup > Letters.

    1. Within Tools > Letters > Letters, select this option and click Next. 
    2. To print this letter for a specific client, enter the taxpayer's SSN/EIN, and follow the on-screen printing instructions:  Or to print this letter for multiple clients, leave the box blank and click Next, and complete the following steps. 
    3. Click Next.
    4. The application searches for appointments meeting the criteria and displays the results on the "Appointment Selection" dialog opens.
    5. Select the items to print and click Finish.
    6. The "Print Letter(s)" dialog opens.
    7. Change printer selection or settings if needed.
    8. Click Print to print the reminder letters.

 

Engagement Letters


Selecting this option in Tools > Letters > Letters allows you to obtain the taxpayer's signature(s) prior to the preparation of the returns. In addition, this gives  clients the ability to use the engagement letters without having to reduce the count of available returns.

    1. Within Tools > Letters > Letters, select this option and click Next.
    2. To print this letter for a specific client, enter the taxpayer's SSN/EIN, or print this letter for multiple clients, leave the box blank and click Next.
    3. Make any report filtering or condition changes as needed, click Next.
    4. The "Print Letter(s)" dialog opens.
    5. Make printer selection or setting changes if needed, click Print.