Documents are stored in folders, listed in alphabetical order by the clients’ last names (individual returns) or first names (business returns). When you create a return in the tax software, Drake automatically creates the client folder with subfolders labeled Tax and subfolders for tax year.


To create additional folders:

    1. Highlight the drawer or folder that contains the new folder.
    2. Click New Folder.
    3. Enter a folder name in the "New Folder" dialog box.
    4. Click OK. The new folder appears in the left pane.


Repeat these steps as needed to create more folders.


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