Home

Renewals and Purchases

21

Prospective Customers
- Drake Tax – Trial Software
- Information for Prospective Purchasers
Key Current- and Prior-Year Updates
General

Getting Started

15

Due Dates and Extensions
General

Tutorials

Broadcasts

3

Important: Changes to Audit Defense Coverage in Drake Tax
Recent Broadcasts
Scheduled Drake Maintenance November 7–9, 2026

Education Resources

10

2026 Drake Software Update Schools ®
Annual Filing Season Program (AFSP)
Drake CPE – Create an Account & Register for Courses
Drake Software Training Resources
Free On-Demand Webinar Training
PowerStart – Exclusive Summer & Fall Training Events
Practice Returns
Register for Live Classroom Training
Sales Webinars or Classroom Training Webcasts
Spanish – Training

New Tax Bill (2025)

8

Drake Tax – 2025 Changes for Form 1040 and Related Schedules and Forms
Drake Tax – Enhanced Deduction for Seniors – New Tax Bill
Drake Tax – Form 4547 – Trump Account Election(s)
Drake Tax – New Tax Bill
Drake Tax – Qualified Overtime Compensation Deduction – “No Tax on Overtime” (New Tax Bill)
Drake Tax – Qualified Passenger Vehicle Loan Interest Deduction – “No Tax on Car Loan Interest” (New Tax Bill)
Drake Tax – Qualified Tips Deduction – “No Tax on Tips” (New Tax Bill)
Drake Tax – Schedule 1-A: Additional Deductions

Drake Tax

1769

Installation and Setup
Banking
Backup, Restore, and Archive
Conversion Programs
- Drake Tax – Conversion Program FAQs
Security
e-File and Form Availability
- Drake Tax – Form and EF Availability
IRS Info
Return Preparation
e-Sign
e-Filing
- EF Messages
- General
Letters and Bills
Reports
Organizers
PCM and CSM
Printing
Rejects
Tools
Troubleshooting
Features
- Help Menus
  - Drake Tax – Drake Software Help Menus
  - Drake Tax – Screen Help Buttons Not Visible
- General
Videos
General

Drake Tax Planner

2

Drake Tax Planner Updates for New Tax Bill
The Drake Tax Planner

Drake Accounting (DAS)

393

Installation and Setup
Program Basics
Backups
Bookkeeping
Bank Reconciliation
e-Filing
Kotapay
Forms
Reports
Tools
Signatures
States
Videos
General

Drake Audit Defense

1

Drake Audit Defense – Overview

Drake Portals

62

Drake E-Sign Online
For Taxpayers
Videos
General

Drake Pay

20

Videos
- Drake Pay – Processing Payments (Video)
- Drake Pay (Video)
General

Drake Hub

21

Videos
General

Drake Workflow

5

Drake Workflow – Add Work Items
Drake Workflow – Customize Views, Search, and Filter
Drake Workflow – Overview and Frequently Asked Questions
Drake Workflow – Stages, Status Types, and Colors
Suggestions or Enhancements

Drake User Manager

5

Drake User Account Change
Drake User Manager – Change Email Address
Drake User Manager – New User Steps
Drake User Manager – Overview and Configuration
Drake User Manager – Password Recovery and Expiration

Drake Tax Online

68

Setup
Return Preparation
Extensions
e-Filing, Acks, Rejects
Integrations (Drake Portals, Drake Pay)
States
Videos
General

Drake Documents

16

Drake Accounting – Drake Documents Setup
Drake Documents – Archive Cabinet
Drake Documents – Backup Restore Archive Cabinet Files Using USB Drive
Drake Documents – Combine PDFs
Drake Documents – Custom Folders
Drake Documents – Error 31 No File Association
Drake Documents – Functions, Setup, and Technical Requirements
Drake Documents – Move Client Files from Working Cabinet to Archive Cabinet
Drake Documents – Moving Documents Between Folders
Drake Documents – No Clients Listed
Drake Documents – Scanner Issues
Drake Documents – Security Settings
Drake Documents – Validating Data Imported into Returns
Drake Documents – Working Cabinet
Drake Tax – Canon – Preferred Scanner Technology Provider
Drake Tax – Changing File Associations

Drake Scheduler

9

Batch Email – Client Appointment Reminders
Drake Scheduler – Changing the Default Calendar
Drake Scheduler – Open Scheduler From Inside a Return
Drake Scheduler – Overview
Drake Scheduler – Private Appointments
Drake Scheduler – Pulling or Pushing Appointments to Google
Drake Scheduler – Pulling or Pushing Appointments to Outlook
Drake Scheduler – Updating Appointments
Drake Tax – Scheduler Setup

GruntWorx

16

GruntWorx – Account Activation
GruntWorx – Adding to a Job
GruntWorx – Canceling a Job
GruntWorx – Diagnostics
GruntWorx – Error Downloading Job
GruntWorx – Job Fails Because PDF Extraction Failed
GruntWorx – Job Selection and Upload
GruntWorx – Job Status and Download
GruntWorx – Missing Information and Data
GruntWorx – Organized Forms
GruntWorx – Overview
GruntWorx – Populate or Trades Import
GruntWorx – Products Available
GruntWorx – Scanning Documents
GruntWorx – Supported Tax Forms
GruntWorx – Trade Details or Trade Summary

QuickBooks

2

Drake Tax – Data Imported to Drake Tax from QuickBooks
Drake Tax – Importing Data from QuickBooks

Rightworks

23

Rightworks – Accessing the Rightworks Desktop (Mac)
Rightworks – Accessing the Rightworks Desktop (Windows)
Rightworks – Adobe Acrobat
Rightworks – Billing Overview
Rightworks – Change Default PDF Viewer
Rightworks – Desktop Configuration
Rightworks – Dual Monitor Setup
Rightworks – e-File Form Location
Rightworks – File Manager
Rightworks – Frequently Asked Questions
Rightworks – Initial Activation
Rightworks – Initial Purchase or Signup
Rightworks – Installing Applications
Rightworks – Monthly Subscription and User or Seat Changes
Rightworks – Multi-Factor Authentication
Rightworks – Onboarding
Rightworks – Overview and Getting Started
Rightworks – Passwords
Rightworks – Printing
Rightworks – Scanning
Rightworks – Signature Pads
Rightworks – Uploading Backup File
Rightworks – Users

Protection Plus

4

Drake Tax – EF Message 7300: Protection Plus
Drake Tax – Protection Plus Fee Disbursement
Protection Plus – Program Overview and Software Setup
Protection Plus – Reports

Home
Home
Drake Tax Online
Videos
Drake Tax Online – 10. Tax Planner (Video)

Drake Tax Online – 10. Tax Planner (Video)

Last Updated: November 03, 2026

Learn how to use the Tax Planner in Drake Tax Online.

Watch on the Drake Software video library.

Boost Your Professional Tax Prep Skills. Join Our Free Webinars! View All Drake Software has to offer at DrakeSoftware.com!

111 Technology Drive

Franklin, NC 28734-0186

Copyright © 2026 Drake Software. All rights reserved

Terms of Service