Drake Tax - Auto Generating Taxpayer PINs

Article #: 13284

Last Updated: October 18, 2024

 


Tags: Drake Tax

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How to get the taxpayer PINs to auto-generate

Go to Setup > Options and select the EF tab. Under Select to Turn On, mark the check box beside Auto-generate taxpayer(s) PIN (1040 Only). Once you have marked this, click OK at the bottom of the screen to save your changes.

Image of auto-generate taxpayer PIN selection on the EF tab under Setup

Next, go into Data Entry of the desired return, and open the PIN screen, which is located on the General tab. Type the date (or use Alt+D) and Tab to the next field. The taxpayer PIN(s) auto-fill.

Note  In Drake15 and prior, the last 5 digits of the taxpayer or spouse SSN are entered as the PIN signature when it is auto-generated. Starting in Drake16, the 5-digit PIN is randomly generated without regard to the SSN of the taxpayer(s).