Drake Software Knowledge Base

Renewing your software is simple on the Drake Software Support website. See Drake Tax – Purchases and Renewals for details.

Drake Tax – Return Due Dates and Deadlines has a detailed list of due dates by return type.

The Drake User Manager allows you to set up and configure access for all the users in one place. To get started, go to https://user.drakesoftware.com/ and log in with your email address and account password. See Drake User Manager – Overview and Configuration for details.

You can download and install available versions of Drake Tax and Drake Accounting through the Drake Download Center. Installing from the Drake Software Support website ensures that you are installing the most up-to-date version of the program. See Drake Tax – Installation or Drake Accounting – Installation for details.

Be sure to review the system requirements before installing. See Drake Tax – System Requirements and Drake Accounting – FAQs and System Requirements for details.

You can install Drake Tax and DAS on a networked or stand-alone computer. See Drake Tax and Drake Accounting – Network Setup for details.

Some states have implemented restrictions on what information is allowed to be transferred over from year-to-year. See Drake Tax – State Update Limitations for details.

There are four basic steps to e-filing. Complete, select, and transmit the return, then process acks. See Drake Tax – e-Filing a Return for details.

Drake Software provides several ways to verify that a return has been e-filed and accepted. See Drake Tax – Return Status: Checking Acknowledgments and Drake Tax – Search EF Database, Common Acks, and Rejection Codes for details.

You can use Form 9325 or the EF Notice page to notify the taxpayer that their return has been accepted. See Drake Tax – Form 9325 or EF Notice: Notifying a Taxpayer after IRS Acceptance for details.

Once a return has been processed by the IRS, taxpayers can check their refund status online. See Drake Tax – Where's My Refund or Amendment for more information and links.

You can easily generate and file extensions for federal and state forms by following the guidelines provided by return type: 

• Drake Tax – 1120-S: Extension Form 7004

• Drake Tax – 1065: Extension Form 7004

• Drake Tax – 1040: Individual Extension Form 4868

• Drake Tax – Batch Extensions

• Drake Tax – 1041: Extension Form 7004

• Drake Tax – 1120: Extension Form 7004

• Drake Tax – State Returns: Extensions that can be e-Filed

• Drake Tax – 990: Extension Form 8868

You can easily generate and file amended federal and state forms by following the guidelines provided by return type: 

• Drake Tax - 1040: Generating an Amended Return (Drake19 and future)

• Drake Tax - Amended 990, 1041, 1065, 1120, 1120-S Returns and e-Filing