Protection Plus - Reports

Article #: 12935

Last Updated: October 18, 2024

 


Tags:Protection Plus

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There are two reports for Protection Plus available on the Drake Software Support website. Under Reporting select either Protection Plus Summary or Protection Plus Enrollments.

  • The summary report displays fee information.

  • The enrollments report provides information on the taxpayers who have signed up for Protection Plus.

  • Both reports can be exported to .CSV format.

For a multi-site office, reports are available only to the Master EFIN.

Reports are only available if you have signed up for the Protection Plus Per-Return level program. No reports are currently available for the Protection Plus Firm level program.