Option

Description

Folder coversheet

Generate a folder cover sheet on which the taxpayers’ names, as well as the name, address, and phone number of the preparer’s firm, are printed.

Prior year(s) comparison form

Produce a comparison sheet containing data from the current-year and prior-year returns.

Return summary

Produce a return summary with every return prepared.

Bill summary

Produce a summary of the taxpayer's bill with each return.

Labels

Print a sheet of “mail to” addresses on Avery 5160 labels.

Envelope Sheet

Choose the size of the envelope on which to print the addresses of the taxpayer, IRS Service Center, state tax department, and city tax office, as well as the address for filing Schedules K-1 and the address of the preparer’s firm.

Do not print taxpayer envelope sheet with organizer

Prevent a cover sheet addressed to the taxpayer from being included with organizers; any selection from the Taxpayer address drop list is still included when the return is printed.

Do not print firm envelope sheet with organizer

Prevent a cover sheet addressed to the firm from being included with organizers; any selection from the Firm address drop list is still included when the return is printed.

Estimated Payment coversheet (Nelco ENV500)

Print cover sheets for applicable estimated tax payment addresses using Nelco ENV500 envelope dimensions (1040 and 1041 returns with quarterly taxes only

Order Nelco compatible presentation products

Go to the NELCO website to order such Drake Tax-compatible products as envelopes, IRS forms, and checks.



Setup Options