Drake Software Knowledge Base

Renewing your software is simple on the Drake Software Support website. See Drake Tax – Purchase or Renew for details.

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

Drake Audit Defense is post-filing support, built for tax professionals. See Drake Audit Defense – Overview for details.

Drake Hub is an integrated practice management platform that consolidates essential Drake Software tools into one convenient interface. Designed to improve work-flow, visibility, and automation, it replaces the legacy Drake User Manager with enhanced, centralized functionality. See Drake Hub Overview for details.

Multi-sites will continue to use the Drake User Manager. See Drake User Manager – Overview and Configuration for details.

Drake Portals is a secure client file exchange platform that allows preparers and their clients to exchange confidential tax documents securely and conveniently. See Drake Portals – Overview and Pricing for more information.

Drake Pay is a secure, modern solution that you can use to streamline and simplify how you receive payments for tax preparation services. See Drake Pay – Overview and Frequently Asked Questions for details.

See Drake Workflow – Overview and Frequently Asked Questions for more information.

Drake Tax Online (DTO) is Drake Software’s new fully web-based tax preparation platform designed to provide tax professionals with flexible, modern tools to manage returns. See Drake Tax Online – Overview 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 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

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