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:
- Highlight the drawer or folder that contains the new folder.
- Click New Folder.
- Enter a folder name in the "New Folder" dialog box.
- Click OK. The new folder appears in the left pane.
Repeat these steps as needed to create more folders.