Drake Refund Pay is a payment option within Drake Pay that allows tax professionals to offer their clients a way to use their tax refund to pay for tax preparation fees. Instead of paying upfront, clients can deduct the fees directly from their refund, providing a convenient and flexible payment solution.

For more information on applying, see Drake Pay and Drake Refund Pay – Application Process. Also see Drake Refund Pay - Overview and FAQs.

Preparer Steps

1. Prepare the return as usual.

2. In View/Print mode, review the client’s Bill. Make any necessary adjustments using the BILL screen or the Fee override field on screen 1. If you make any changes, be sure to recalculate the return.

3. From the Data Entry Menu, click Payments to open the Drake Pay window.

4. The Amount Due flows from the client’s bill and is used to automatically complete the required Amount to Pay field. Override the Amount to Pay, if necessary, and enter an Invoice Memo, if desired.

5. On the Send Payment Request tab, enter the taxpayer's Email or Mobile Number.

   

6. Click Send Request when finished.

7. The request appears on the Payment Requests tab of the Drake Pay Manager with a status of Sent.

8. In the Drake Pay Manager, use the three vertical dots icon beside a pending request to view invoice Details, Resend the invoice, or Cancel a payment request. Invoices that have been paid cannot be canceled or re-sent.

Taxpayer Steps

1. When your tax preparer sends you a payment request, you will receive an email with a link to Pay Now.

2. Click Pay Now to launch the Drake Pay payment portal.

3. You may be able to pay for your tax preparation fees by using your federal refund. If you are interested in this option, you must first consent to your tax return information being used to determine eligibility. Review the consent form. If you agree, enter your full names in the boxes below the agreement, and then click Agree.

   Note  The agreement can also be printed from this screen by clicking the printer icon.

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4. After clicking Agree, if you are eligible to pay using your federal refund, you will see two options:

   • Pay with Federal Refund

   • Debit or Credit Card

     

5. Click Pay with Federal Refund.

   • If you do not wish to continue with the Pay with Federal Refund process, you can click Debit or Credit Card and pay the preparation fees using a card instead. See Drake Pay – Sending Payment Requests for details.

   • If you have any questions about the fee amount, contact your tax preparer.

6. Enter or confirm your direct deposit details, then click Next. The Bank Account number must be entered twice to ensure accuracy.
   
   

7. Enter or confirm Taxpayer ID* Details, then click Next.
   

8. Enter or confirm Spouse ID* Details, then click Next. If there is only one taxpayer on the return, this step is skipped.
   
   

9. You are prompted to accept the Bank Agreement. Review the consent for electronic signatures, records, and disclosures. You can print a copy of the bank agreement by clicking the printer icon. To continue, click Agree.
   
   

10. The Disclosure Agreement displays. Review the consent to disclosure form. You can print a copy of the disclosure agreement by clicking the printer icon. To continue, enter your full name (for taxpayer and spouse, if applicable) and click Agree.
    
    

11. You are returned to the payment status page with a Status of Pending.

    • Your return preparer will be notified of your payment selection. After your return is e-filed, and the return is processed by the IRS, the preparation fee will be sent to your preparer, and the remaining refund amount will be deposited into the account that you entered in step 6 above.
      

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Drake Pay Manager

Drake Refund Pay - Overview and FAQs

Drake Pay and Drake Refund Pay – Application Process