Make global changes to the form order in all of your organizers or proformas from the Form Properties dialog box. You also choose any forms you wish not to be generated in your organizers or proformas).

To reorganize or delete forms:

  1. From the Organizer/Proforma drop list in the upper left corner, select a type of organizer or proforma:
  • For organizers, select a type – Comprehensive, New, or Summary, (available only from the 1040 package)
  • For proformas, also select a Return Type.
  1. Move a form to a new place in the list by clicking the line and then holding and dragging. Release the form in the new position on the list.
  2. (Optional) To have any form omitted from organizers or proformas, clear the check box in the Include in View/Print column. Select Unselect All to remove all items from the organizer or proforma. Choose Select All to add all items back to the organizer or proforma.
  3. When finished, click Exit.

Toolbar

The toolbar includes a Search button for finding a form within the list and a Restore button for resetting the organizer or proforma to its original state (when shipped). Click the arrow beside the Drake Help button to access a video tutorial.

NOTE: These changes are “global” changes. Any changes made here affect all organizers or proformas of the same type and package.