Drake Pay is fully integrated with Drake Zero and Web1040 so that you can accept payments from your clients (taxpayers) quickly and easily. For more information about the application for Drake Pay, see Drake Pay and Drake Refund Pay – Application Process. Once you have been approved for Drake Pay, you can start processing payments.

Process Payments

1. Verify or enter an amount due for the return preparation.

   • If you have configured pricing for returns under Setup > Pricing, this is applied automatically after you calculate the completed return.

2. View the return and the Bill to verify the preparation fee. This is also displayed by selecting Quick Calc.

   • Make adjustments as needed by using the BILL screen.

3. On the data entry menu, select Tools > Payments.

4. The Drake Pay information displays. Either manually enter payment details or swipe the credit or debit card using a supported Point of Sale (POS) device.

   

If you have configured a POS Device, you will see an additional tab labeled Live Card Swipe.

Point of Sale (POS) Device (optional)

The Data Cap DC Direct^TM devices are compatible with Drake Pay. For more information about purchasing a compatible device, see Drake Pay – POS Device Ordering.

To set up your POS device:

1. Go to Setup > Setup Options > POS Devices.

2. Click Add POS Device.

3. Enter the Device Name.

4. Enter the device’s Serial Number.

5. Click Save. The device is added to the Device List.​

   

6. Exit the window once all devices have been configured.