Using Drake SmartExtract^TM (Beta), you can upload supported tax documents and import extracted tax data directly into a tax return. This helps streamline data entry by importing information from supported tax forms. This feature uses AI-assisted extraction to help reduce manual data entry from supported tax forms.

Drake SmartExtract (Beta) is available at no additional cost during the beta period for eligible Drake Tax Online users.

Watch the video Drake Tax Online SmartExtract (Beta) for a demonstration.

To begin using Drake SmartExtract (Beta), follow these steps:

1. Open an individual (1040) tax return in Drake Tax Online 2025.

2. Click Add documents.

   

3. On the Upload & extract tab, upload or select files.

   

   • Click Choose files and select documents from your computer. Each file will be reviewed and extracted. A progress bar will show to indicate the status.
     

   • If there are files for this taxpayer in Drake Portals, click Extract all (#) to add them to the form list.

     This does not remove files from Drake Portals.

   • Supported file types include PDF and image files, up to 5 MB each. Click the View supported forms link to see a list of forms that are currently supported for extraction.

4. The form list populates with documents that have been extracted (shows files manually uploaded and extracted as well as those that were extracted from Drake Portals).

   • Click the eye icon to preview the file.

   • Click the trashcan icon to delete files from this list, as needed.

5. To proceed, select the checkbox beside the tax forms that you want to import, or click Select all, then click Review forms.

   

6. On the Review extracted forms tab, review the tax forms that were extracted. Make changes under the Output column, if needed. When you have finished reviewing, click Add to return.
   

   
   

7. On the Added to return tab, you can see the list of forms that were added. Click the arrow beside the form name to open the corresponding data entry screen.

8. Data entry is displayed on the left, and the original document is displayed on the right. Review them side-by-side to verify the imported data and make any other changes or entries. Some additional selections may be required, such as choosing to whom the form belongs.

   
   

   Tip  You can close the form preview at any time by clicking the X above the document.

9. When you have completed the review, scroll to the bottom of the data entry screen and click Save.

   Important  Imported data should always be reviewed and verified for accuracy before the return is filed.

Frequently Asked Questions