Drake Tax - W2 Import Feature

Article #: 10796

Last Updated: October 21, 2024

 

Tags: Drake TaxW2

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Overview

If your client is an employee of a company that uses ADP for their payroll processing, you can download W-2 information directly into Drake Tax. W-2 downloads can be purchased in blocks of 15 ($25 per set). See the Drake Software Support website > Purchasing > W-2 Imports for more information and to purchase W2 Imports.

Note  W2 downloads are only available in the current tax year. For current Drake Software customers, unused W2 downloads do not expire and can be rolled forward to the next year.

Import Process

  1. From within the taxpayer’s return, go to the W2 screen.

  2. Enter the employer’s EIN on the W2 screen.

  3. Click the Import W2 button to check availability of the W2.

  4. If the employer is in the database, you will be prompted to enter information provided by the taxpayer:

  5. Click Process.

  6. The Form W-2 is imported into the return.

  7. Verify the information and make any other necessary entries.