Drake Tax - Preparer Time Report

The Preparer Time Report tracks and creates a table outlining the total time spent with the return open, which can be exported to Excel.

To create and view the report:

1. Go to Reports -> Report Manager.

2. Select New Report, and then select Tax Return Data.

3. Add the taxpayer name and the following columns:

   • DE Prep #

   • DE Time Detail

   • DE Time #

These columns provide the preparer and time-entry details associated with each return.

4. Save and view the report.

5. Click the down arrow next to Export and select Excel, CSV, or TXT from the drop-down list to export.

You may view also view this report after it has been created by navigating to Reports -> Report Viewer and selecting the report from the list.