Are you looking to optimize your tax preparation process with Drake Tax? Many tax professionals need to print envelope cover sheets for client mailings without generating the entire tax organizer. Printing only the necessary Covers Print Sheets saves time, paper, and ink. This guide provides a step-by-step walkthrough on how to print just the envelope cover sheets directly from Drake Tax software, enhancing your efficiency and resource management.
Step-by-Step Guide to Print Envelope Cover Sheets
Drake Tax offers a flexible option to print envelope cover sheets independently. Follow these instructions to quickly generate covers print sheets for your client envelopes:
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Access the Organizer Function: Begin by navigating to the “Last Year Data” menu within Drake Tax, and then select “Organizer.”
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Choose Organizer Type: Select the type of organizer you wish to use. You can choose between a “Summary organizer” or a “Comprehensive organizer” based on your needs.
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Client Selection: Decide whether to print covers print sheets for individual clients or all clients.
- For individual clients: Select the specific clients and click “Next.”
- For all clients: Click “Next” without selecting any clients to proceed to options for all clients.
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Filter and Sort (For All Clients): If you selected all clients, the next window allows you to refine your selection using “Filter and Sort” options. Configure these as needed and click “Next.”
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Basic Search Conditions (For All Clients): Review the “Basic Search Conditions” that are applied, adjust them if necessary, and click “Continue.” This step helps to further narrow down your client list if needed.
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Form Options Setup: Ensure you select “Print Organizer even if printed before” and then crucially, click on “Form Options.” This is where you will specify that you only need the envelope cover sheets.
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Selecting Only Cover Sheets: In the “Form Options” window, click “Unselect All.” Then, specifically select “Envelope Cover Sheet for Firm (landscape and portrait)” and/or “Envelope Cover Sheet for Taxpayer (landscape and portrait).” Choosing both landscape and portrait options ensures compatibility with your setup, without printing duplicate sheets. Click “Exit” to save these selections.
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Initiate Processing: Click “Process 1040.” This command prepares the software to generate the documents based on your selections.
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Output and Print Settings: At the “Print Organizers” window, you will see all selected clients. Here, you can choose to “Send Document(s) to Printer” to directly print the covers print sheets. You also have the option to “Send Document(s) to Drake Documents” to save a PDF copy for each client in their respective Drake Documents folder. Deselect any clients you do not wish to print for, or use “Unselect All” to start from scratch and select only the clients required. Once your client selection is finalized, click “Print.”
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Final Print Command: In the “Print Dialog” (or “Print Selection”) window, choose your desired printer and click “Print” to finalize and print your envelope cover sheets.
Overriding Envelope Coversheet Settings
For specific adjustments, you can override the default envelope coversheet settings within each tax return on the “COMM” screen. For global settings and default configurations, navigate to “Setup > Options > Optional Documents.” Remember that the information displayed on the Cover Sheet is sourced from the Firm Setup, ensuring consistency and branding.
By following these steps, you can efficiently manage your printing tasks in Drake Tax, specifically targeting envelope covers print sheets to streamline your client communication and office operations.
