Drake Pay – Payment Requests - Taxpayer View

Article #: 18662

Last Updated: March 06, 2025

 


Tags:Drake Pay

Drake Pay logo

When your tax preparer sends you a payment request, you will receive an email with a link to Pay Now. When you select Pay Now, you are redirected to the Drake Pay payment portal where you can choose either Credit or Debit Card or ACH*.

Important  Beware of phishing scams! For details on what authentic Drake Pay emails and web pages look like, and for tips on how to stay safe, see Drake Pay – Phishing vs. Legitimate Emails.

An example Request Payment email from Drake Pay

Preparers should review Drake Pay – Sending Payment Requests instead.

Credit or Debit Card

  1. If you want to pay using a credit or debit card, in the Drake Pay payment portal, click the Debit or Credit Card button.
    Payment amount and Debit or Credit Card option

  2. Enter your card details and click Pay. If you enter a Receipt Email, you will receive a PDF receipt of the transaction via email.
    Enter card details to pay the amount due.

  3. Once the payment is successful, your bill shows as Paid any time you return to the Pay Now link.

    Amount paid notification.

ACH Payment

Note  *ACH payments may not be available for all invoices.

  1. If you want to pay using your bank account, in the Drake Pay payment portal, click the ACH button..
    Payment Options

  2. Enter your Bank account information and click Next.

    Bank Information screen

  3. Review the ACH Authorization and click I Agree. If you click, I Do Not Agree, you are returned to the payment options page where you can select a different method.
    ACH Authorization

  4. Once you agree, the payment will show as pending:

    Pending payment

  5. Once the payment is processed, it will show as paid with the date and timestamp.
    Payment complete

Payment Cancelled

If the preparer cancels the invoice, you are notified that This payment request has been cancelled when attempting to pay the bill.

A cancelled payment request

Partial Payments

Partial payments are not available at this time. Contact your preparer with questions.

Pay by Refund

If you have the option Pay with Federal Refund, you may be able to pay for your tax preparation fees by using your federal refund. If you are interested in this option, see Drake Pay – Drake Refund Pay instead.