Home

Renewals and Purchases

12

1040.com ® Referral Program – DIY Online Tax Preparation FAQs
Drake Tax – Purchase or Renew
Drake Tax – Single-User and Multi-User Versions
Drake Tax 1040
Drake Tax 1040 150
Drake Tax Pay-Per-Return
Drake Tax Pro 250
Drake Tax Pro Unlimited
Multi-Site Accounts
Multi-Site Online Renewals
Practice Essentials
Upgrade Tax Software

Installation and Setup

19

Drake Tax – Auto-Install and Auto-Update
Drake Tax – Color-Coded Fields Required for e-File
Drake Tax – DCN: Declaration Control Number
Drake Tax – Disable Warning Message for Required Field
Drake Tax – Dual Screen Monitor Setup
Drake Tax – Electronic Filing & Account Information (ERO)
Drake Tax – ERO and Firm EINs
Drake Tax – Flagging and Clearing Flagged Fields
Drake Tax – Installation
Drake Tax – Installing State Programs
Drake Tax – Moving Existing Installation to New Computer
Drake Tax – Preventing Autocalculation of the Tax Return
Drake Tax – Reviewing Tax Software Updates
Drake Tax – Setup Assistant
Drake Tax – System Requirements
Drake Tax – Uninstalling Drake Tax
Drake Tax – Preseason and January Releases
DrakeYY_Federal – Download Warning
Scheduled Updates

Data Entry Basics

36

Drake Tax – 1040: Editing the DIV/INT Auto-Complete Payer List
Drake Tax – ADMN Screen Features
Drake Tax – Batch Calculation
Drake Tax – Canada and Mexico – State, Province, or Territory Abbreviations
Drake Tax – Change SSN or EIN on Return
Drake Tax – Changing File Types
Drake Tax – Common Acronyms Abbreviations
Drake Tax – Comparison Sheet – Frequently Asked Questions
Drake Tax – Creating a New Return
Drake Tax – Creating, Preparing, e-Filing, and Deleting Split Returns
Drake Tax – Data Entry Basics
Drake Tax – Data Entry Toolbar
Drake Tax – Delete Client Return
Drake Tax – Deleting Screens
Drake Tax – Do Not Mail Watermarks, Banners, EF Message 0001, Note 129
Drake Tax – Drake Quick Reference Guide
Drake Tax – Editing Auto-Complete Data for Banking Screens
Drake Tax – Federal and State Payments – Electronic Funds Withdrawal Setup
Drake Tax – Forms Based Data Entry
Drake Tax – Hide Return Notes
Drake Tax – Integrated File and Pay – Pay a 1040 or 4868 Balance Due by Credit Debit Card
Drake Tax – Merge Returns
Drake Tax – Multiple Return Types for Same SSN/EIN
Drake Tax – Open/Create Client Selection List (Name Index)
Drake Tax – Overflow and Other Statements: One Page or Separate Pages
Drake Tax – Pay Balance Due by Credit or Debit Card at 1040paytax.com
Drake Tax – Prior-Year Balance Due and ES Vouchers
Drake Tax – Screen, State, or Search Phrase Field
Drake Tax – Self-Prepared or Non-Paid Return
Drake Tax – Short Year Return
Drake Tax – Short-Year or Fiscal-Year Return Due before Tax Forms Released
Drake Tax – State and Bank Taxpayer ID Documents on IDS Screen
Drake Tax – Statement Numbers in View
Drake Tax – Tax Literals Acronyms
Drake Tax – Taxpayer Forms Available in Spanish
Grid Data Entry and Export – DIV, INT, 4562, Dependent Screens

Banking

19

Bank Products – Frequently Asked Questions
Drake Tax – 1040: Routing and Account Numbers for Bank Products
Drake Tax – Age Limitation for Bank Products
Drake Tax – Bank Products: State Disclosure Forms
Drake Tax – Bank Screen Codes
Drake Tax – Bank Status Codes
Drake Tax – Banking Deadlines
Drake Tax – Banking Refund Disbursement Options
Drake Tax – Canceling Bank Products
Drake Tax – EPS Support
Drake Tax – ID Discrepancy Question
Drake Tax – Software Purchase Assistance (SPA)
Drake Tax – State Refunds and Bank Products
Drake Tax – Taxpayer’s Phone Number
Drake Tax – TPG: Check and Refund Disbursement Details
Drake Tax – TPSC: Compliance Training
Fast Forward by SBTPG TM
Multi-Site Bank Enrollment
Preparer Application For Bank Products

Prospective Customers

2

Drake Tax – Trial Software
Information for Prospective Purchasers

Key Current- and Prior-Year Updates

7

Drake Tax – Program Updates (What’s New)
What’s New in Drake Accounting
What’s New in Drake Pay
What’s New in Drake Portals
What’s New in Drake Tax Desktop
What’s New in Drake Tax Online
What’s New in Drake Workflow

Extensions

13

Drake Tax – 1040 – State Extensions Screen (STEX)
Drake Tax – 1040: Form 8878
Drake Tax – 1040: Individual Extension Form 4868
Drake Tax – 1040/1040-NR – Extending Due Date to June 15
Drake Tax – 1041: Extension Form 7004
Drake Tax – 1065: Extension Form 7004
Drake Tax – 1120-S: Extension Form 7004
Drake Tax – 1120: Extension Form 7004
Drake Tax – 1127: Request for Extension of Time to Pay
Drake Tax – 990: Extension Form 8868
Drake Tax – Batch Extensions
Drake Tax – State Returns: Extensions that can be e-Filed
Drake Tax – States That Accept Federal Extension

Backup, Restore, and Archive

5

Drake Tax – Archiving Overview
Drake Tax – Automatic Backups
Drake Tax – Backup and Restore FAQs
Drake Tax – Manual Backups
Drake Tax – Restore Files from a Backup

Getting Started

12

Chat Support
Co-Browse
Contacting Drake Software Support
Drake Software Status Page
Drake Tax – Home Menu
Drake Tax – IRS: e-File Application Summary
Drake Tax – Onboarding: Getting Started with Drake Tax
EFIN Registration or Change
Getting Started with Drake Software
Help Assistant and Chat Support
Helpful Links for Getting Started with Drake Software
Support Website Overview

Tutorials

Amendments

8

Drake Tax – 1040-NR: Amending Form 1040-X
Drake Tax – 1040-X: Adding a Dependent
Drake Tax – 1040-X: FAQs and Troubleshooting
Drake Tax – 1040-X: Penalties and Interest
Drake Tax – 1040: Amending to Change Filing Status
Drake Tax – 1040: Generating an Amended Return
Drake Tax – Amended 990, 1041, 1065, 1120, 1120-S Returns and e-Filing
Drake Tax – Amending Return with SSN and EITC

Conversion Programs

1

Drake Tax – Conversion Program FAQs

Security

14

Drake Software Privacy Policy
Drake Tax – Security Information: Password Setup and Recovery
Drake Tax – Change or Reset Multi-Factor Authentication
Drake Tax – IRS Security Summit – Drake Software Efforts
Drake Tax – MFA: MSVCP140.dll and TOTP Libraries Errors
Drake Tax – Multi-Factor Authentication Setup
Drake Tax – Password Protected Client Files
Drake Tax – Protecting Taxpayer Information
Drake Tax – SSO Login
IRS – Written Information Security Plan (WISP)
Multi-Factor Authentication (MFA) Now Required (IR-2024-201)
Phishing Emails
Protecting Personally Identifiable Information (PII) and Taxpayer Data
Protecting You and Your Clients from Phishing Emails

Forms and Schedules

20

Drake Tax – Bad Debt
Drake Tax – 1065/1120-S – 8752 – Mailing Address
Drake Tax – 1065/1120-S: Royalty Income
Drake Tax – 1065/1120/1120-S: Rental Income
Drake Tax – 1120/1120-S: Entity Name Change
Drake Tax – 3468: Investment Credit
Drake Tax – 706/1040: Using The Same SSN on Both Returns
Drake Tax – Balance Sheet and Auto-balance
Drake Tax – Business Activities Statement
Drake Tax – Business Returns: Elections
Drake Tax – Charitable Contributions
Drake Tax – Email Address in Business Returns
Drake Tax – Entity Names (1065, 1120, 1120-S)
Drake Tax – Filing Security Information (SEC) Screen
Drake Tax – Forms W-2 and 1099 in View and Sets
Drake Tax – Inactive Returns
Drake Tax – IRC 965 – Transition Tax Statement
Drake Tax – Officer PIN Signature – SSN Recommended – Note 207
Drake Tax – Personal Use of Rental Property in Business Returns
Drake Tax – Trial Balance Import

Due Dates and Extensions

3

Drake Tax – Preparing for the Business Deadline
Drake Tax – Preparing for the Individual Deadline
Drake Tax – Return Due Dates and Deadlines

Worksheets

9

Drake Tax – 1120 – Taxes and Licenses (Wks Tax/Lic)
Drake Tax – 1120-S: Estimates and Taxes and Licenses (Wks Tax Lic)
Drake Tax – Consent Forms for Use and Disclosure of Tax Return Information
Drake Tax – Detail Worksheets
Drake Tax – Diagnostic Summary Page
Drake Tax – FAFSA Worksheet
Drake Tax – Federal Withholding Worksheet
Drake Tax – Net Effect of Filing Separately: WKS MFS Comp
Drake Tax – Transaction Summary

e-File and Form Availability

1

Drake Tax – Form and EF Availability

Broadcasts

2

Important: Changes to Audit Defense Coverage in Drake Tax
Recent Broadcasts

IRS Info

14

Drake Tax – IRS – Penalty Relief Due to Fire, Casualty, Natural Disasters, COVID-19
Drake Tax – IRS: Farmer and Rancher Drought Relief
Drake Tax – Qualifying Child or Relative
Drake Tax – SSN and DHS Status Mismatches
Drake Tax – Standard Mileage Rates
Get a Transcript at IRS.Gov
IRS – Get an EFIN: Become an IRS e-File Provider
IRS – Letters 5591 and 5596
IRS – Taxpayers Receiving Identity Verification Letters
IRS – URL Registration
IRS and Other Useful Contact Phone Numbers
Rounding Guidelines
SSN Ending with a Letter
Treasury Offset Program – Tax Refund Lower Than Expected

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

Return Preparation

1

Drake Tax – PDF Attachments – Attachments for e-File

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

8

Drake Tax – Advanced Child Tax Credit Payments (2021)
Drake Tax – Drake SmartExtract (Beta)
Drake Tax – Energy Star Appliance Rebate Program
Drake Tax – LLC: What Federal Return to File
Drake Tax – Paycheck Protection Program and Economic Injury Disaster Loans
Drake Tax – Repayment of Deferred Social Security Tax
Drake Tax – Superseded Returns
Julian Date Calendar

e-Sign

3

Drake E-Sign In Person – Signature Pads
Drake Tax – Digitally Sign Tax Documents with a Signature Pad
Federal Forms – Drake E-Sign (in-Person or Online)

e-Filing

34

Drake Tax – 1040: e-Filing Before W-2, W-2G, 1099-R Received
Drake Tax – Adding Information as a Note to the e-Filed Return
Drake Tax – Allow EF Selection from the Calculation Results Window and Allow EF from View/Print (ADMIN Only)
Drake Tax – Annual IRS Maintenance Shutdown Period for e-Filing Returns
Drake Tax – Combining EF Steps
Drake Tax – Copy EF Returns to or from Disk
Drake Tax – e-File Forms and Limits
Drake Tax – e-Filing – Acks Continuing to Show After Processing
Drake Tax – e-Filing a Return
Drake Tax – e-Filing with a Temporary EFIN
Drake Tax – EF Database Rebuild Process
Drake Tax – EF Return Selector – Colors
Drake Tax – EF Return Selector – Messages and Troubleshooting
Drake Tax – EF Return Selector – Return Indicators
Drake Tax – EF Return Selector: Removing Entries
Drake Tax – EF Transmission Detail
Drake Tax – ERO Duties After Submitting A Return
Drake Tax – Error 9 – Subscript Out of Range
Drake Tax – Form 8948 – Preparer Explanation for Not Filing Electronically
Drake Tax – Form 9325 or EF Notice: Notifying a Taxpayer after IRS Acceptance
Drake Tax – Optional Statements on e-Filed Returns
Drake Tax – Preventing Federal or State Returns from being e-Filed
Drake Tax – Return Status: Checking Acknowledgments
Drake Tax – RSN Does Not Match or Not All Data Correct, Post Failed
Drake Tax – Search EF Database, Common Acks, and Rejection Codes
Drake Tax – Submission ID (SID)
Drake Tax – Transmitting from Multiple Computers
Drake Tax – Unsent Batch
Drake Tax – Where’s My Refund or Amendment
Drake Tax – Wrong Direct Deposit or Direct Debit Bank Information on e-Filed Return
e-Filed Returns Locked After Acceptance
EF – Forms Transmitted
IRS – MeF Production Maintenance Shutdown Times
Removing Returns from Transmit/Receive Window

Letters and Bills

39

Drake Tax – 1040: Estimate Letter
Drake Tax – 1040: Extension Letter
Drake Tax – 1041/1065/1120-S – Generate or Edit K-1 (or Grantor) Cover Letters
Drake Tax – Add Footers and Page Numbers to Letters
Drake Tax – Adding a Custom Paragraph to the Result Letter in a Return
Drake Tax – Appointment Letters
Drake Tax – Bill Options and Troubleshooting
Drake Tax – Blank Line in Letter
Drake Tax – Bolding Text on Letter
Drake Tax – Border Option for Letter, Bill, and/or Filing Instructions
Drake Tax – Client Communications – e-File and Paper-file Options
Drake Tax – Communications Editor – Full Edit and Outline Edit
Drake Tax – Customized Supplemental Letter
Drake Tax – Customizing Letters
Drake Tax – Default individual Result Letter
Drake Tax – Drake Software Privacy Letter
Drake Tax – EF Status Letter
Drake Tax – Engagement Letters and e-Signatures on Engagement Letters
Drake Tax – Envelope Sheets Sizes
Drake Tax – Filing Instructions – Common Questions
Drake Tax – Firm Name and Address Not in All Caps on Letter
Drake Tax – Format Your Letterhead
Drake Tax – Importing Client Payment Information to the Bill
Drake Tax – Insert a Letterhead or Logo
Drake Tax – Letter Options
Drake Tax – Letters: Text and Keywords Not Printing
Drake Tax – Logos for Bills, Letters, and the Main Screen
Drake Tax – Mailing Labels and Printing Options
Drake Tax – Mailing Labels Do Not Show All Clients
Drake Tax – Preparer Fees Missing
Drake Tax – Pricing, Print Order, Sets Setup, and Fee Settings
Drake Tax – Printing Envelopes
Drake Tax – Printing Letters for Clients
Drake Tax – Printing Postcards
Drake Tax – Printing the Envelope Cover Sheet Only for Clients
Drake Tax – Prior Year Letter Import
Drake Tax – Referral Coupons
Drake Tax – State or City Information on Result Letter
Drake Tax – Statement/Overflow Pricing

EROs and Firms

6

Drake Tax – Authentication Failed or Invalid EFIN e-File Password
Drake Tax – Changing Your Drake e-File Password and Address
Drake Tax – Company Name Change
Drake Tax – Firm Setup and e-File Confirmation
Drake Tax – Using Multiple EFINs at the Same Location
Drake Tax – Using One EFIN in Multiple Locations

Reports

19

Drake Tax – Bank Reports
Drake Tax – Custom Report – Dependent Date of Birth
Drake Tax – Custom Report – Integrated File and Pay Screen
Drake Tax – Export Client Email Addresses to Excel
Drake Tax – Exporting Depreciation Listing to Spreadsheet
Drake Tax – Extension Report
Drake Tax – Fixed Asset Manager Reports
Drake Tax – Online Reports – Configure Access or Permissions
Drake Tax – Online Reports – IRS Acceptance Alert
Drake Tax – Online Reports – Overview
Drake Tax – Password Protected Returns Omitted from EF Reports
Drake Tax – Preparer Time Report
Drake Tax – Report Showing Non-Returning Client Data
Drake Tax – Reports – Basic Search Conditions
Drake Tax – Reports – Filter Manager
Drake Tax – Reports – Generate a List of All Clients e-Filed for the Year
Drake Tax – Reports: Report Manager
Drake Tax – Standard Reports: Pending, Rejected, and Accepted
Drake Tax – State Returns e-Filed and Accepted by Date Report

Preparers

8

Drake Tax – 1040: No Preparer Signature
Drake Tax – Auto-Fill Preparer and Firm Number for New Returns
Drake Tax – Centralized Authorization File (CAF) Number
Drake Tax – Names Shown Twice on Screen 1 Preparer Drop List
Drake Tax – Preparer or User Setup
Drake Tax – PTIN Requirements and Software Setup
Drake Tax – Third-Party Designee Setup
Drake Tax – User or Preparer Security Rights

Options

9

Drake Tax – Changing Data Entry and View/Print Colors
Drake Tax – Changing Letter Case in Data Entry
Drake Tax – Charging All Taxpayers the Same Fee
Drake Tax – Disabling DoubleCheck
Drake Tax – Language Setup
Drake Tax – Setting Up Alternative Electronic Signatures
Drake Tax – Setup Options Overview
Drake Tax – View/Print Mode Setup Options
Drake Tax – Window Scaling

Organizers

5

Drake Tax – Organizer and Proforma Form Properties
Drake Tax – Organizers – Custom Pages
Drake Tax – Organizers: Client Blank Fillable Organizers
Drake Tax – Organizers: Single and Batch Creation
Organizers – Frequently Asked Questions

PCM and CSM

10

Drake Tax – ACK Codes in the Personal Client Manager
Drake Tax – CSM – Frequently Asked Questions
Drake Tax – CSM: Deleted and Missing Returns
Drake Tax – Customizing CSM Statuses
Drake Tax – PCM Font Size
Drake Tax – PCM: Changing Filters and Other Settings
Drake Tax – Personal Client Manager Overview
Drake Tax – Removing Duplicate Entries on CSM or PCM
Drake Tax – Using Miscellaneous (Misc) Codes in the CSM/ PCM or Bill Screen
PCM – Send Email to Client Option

Prior-Year Updates

10

Drake Tax – Auto-Update Prior-Year Settings
Drake Tax – PB Error 76: Path Not Found When Updating Client from Last Year
Drake Tax – Proformas
Drake Tax – State Taxable Refund: Update to Screen 3
Drake Tax – State Update Limitations
Drake Tax – State, AMT, and Book Depreciation Not Updating from Prior Year
Drake Tax – Update Clients from Prior Year
Drake Tax – Update Settings from Prior Year
Drake Tax – Updating Deceased Taxpayer
Drake Tax – Updating the EIN Database from the Prior Year

Printing

17

Drake Tax – Basic View Mode Printing
Drake Tax – Cannot Close Basic View Print Window
Drake Tax – Changing Print Options
Drake Tax – Drake PDF Printer FAQs
Drake Tax – Duplex Printing – Landscape Orientation, Unexpected Results
Drake Tax – Duplex Printing in Drake Tax
Drake Tax – Font Printing Too Large or Small
Drake Tax – Mask SSN, EFIN, PTIN on Client and Preparer Sets
Drake Tax – Ordering Drake Compatible Office Tax Supplies From Nelco
Drake Tax – Printer Settings – Stapling a Return
Drake Tax – Printer Setup and Troubleshooting
Drake Tax – Printing Form W-2 or Form 1099-R from View/Print Mode
Drake Tax – Set Form Order
Drake Tax – Unusual or Strange Characters Printing
Drake Tax – Viewing and Printing a Return
Drake Tax – Vouchers or Extensions – Text Missing, Strange Characters, or Amounts Differ
Drake Tax – Watermarks Available in View/Print for Documents and Sets

Networks

4

Drake Tax – NWClient Network Setup: Drake Icon not on Desktop
Local or Network Drive
Network Setup
Networking – Peer-to-Peer Data Locations

Email

10

Drake Tax – Google App Passwords
Drake Tax – Appointment Email Text
Drake Tax – AT&T Secure Mail Key
Drake Tax – Bulk or Batch Emailing Clients
Drake Tax – Email a Return Data File to a Different Computer
Drake Tax – Email Setup
Drake Tax – Error MAPI Send Mail Failed
Drake Tax – Gmail: Attachment File Size Limit
Drake Tax – Microsoft-Based Email App Passwords
Drake Tax – Yahoo App Passwords

Rejects

27

Drake Tax – 1040 – Reject – Tax Return Already Accepted
Drake Tax – 1040 – Reject F1040-394 Homebuyer Repayment Exceeds Credit
Drake Tax – 1040: EF Message 0029 or Reject R0000-905-01
Drake Tax – 1065: Name Control Reject R0000-922
Drake Tax – B Ack 7102 and Software Updates
Drake Tax – B Ack 7120
Drake Tax – Birth Date, Death Date, or Age Match Rejects
Drake Tax – Duplicate Business Return Rejection – Not Amended or Superseded
Drake Tax – Duplicate Dependent Returns
Drake Tax – EF Reject “FPYMT”
Drake Tax – EIN, Return Type, or Name Control Mismatch
Drake Tax – IND Rejects
Drake Tax – IRS Reject IND-046 or F1040-164-01 on Schedule EIC
Drake Tax – IRS Reject R0000-198
Drake Tax – Name Conventions for IRS Matching
Drake Tax – Reject “F8962-070” – Forms 1095-A and 8962 Missing
Drake Tax – Reject “R0000-004-01” or “R0000-148”
Drake Tax – Reject “R0000-236”
Drake Tax – Reject DRK-DUPE
Drake Tax – Reject IND-116-01
Drake Tax – Reject SEIC-F1040-501-02
Drake Tax – Reject X0000-029
Drake Tax – Resolving DRKPARSE (Drake Parse) Errors
Drake Tax – State Rejection – “NO-FED-ACCEPTANCE”
Drake Tax – State: Unknown Reject with Rule Number: T0000-014 and T0000-113
Drake Tax – Top Federal Rejects
IRS Reject R0000-120

Tools

6

Drake Tax – Amortization Tool
Drake Tax – Edit or Print the EIN Database
Drake Tax – Export Client/EF Data
Drake Tax – Import From Excel Error – VBA Not Installed
Drake Tax – Importing a Client Data File
Drake Tax – Printing Blank Forms

Fee Information

2

Drake Tax – Bank Products: Add-On Fees
Drake Tax – Bank Products: Fee Information

Troubleshooting

33

Browser Settings and Issues
Drake Tax – API Error
Drake Tax – ARM-Based Processor Issues
Drake Tax – Client Files Have Disappeared or Are Missing After Moving Locations
Drake Tax – Configuring a Firewall
Drake Tax – Configuring an Antivirus
Drake Tax – Diagnose a Connection Problem
Drake Tax – Differences Between a Firewall and Antivirus Software
Drake Tax – Display Issues – Screens Cut Off or Not Displaying Properly
Drake Tax – Drake Has Encountered an Error
Drake Tax – Drake Software Out of Memory
Drake Tax – Drake Tax Software is Open (Possibly Another Computer)
Drake Tax – Error 70: Permission Denied
Drake Tax – eSign Message – Not Using Signature Pad
Drake Tax – Finding AV, Firewalls, Printers or Network Drives – Use Drake System Diagnostics
Drake Tax – Font Overlaps in View Mode
Drake Tax – Fonts Too Small
Drake Tax – Function Keys or Page Keys Do Not Work
Drake Tax – Getting Updates – Error Message or 0 Bytes
Drake Tax – Identifying a Firewall
Drake Tax – Installation Issues
Drake Tax – Invalid Login Message When Updating Software
Drake Tax – Lost Desktop Icons for Drake Tax
Drake Tax – Online Filing (OLF) Help for Taxpayers
Drake Tax – Program, Document, or Screen Does Not Appear
Drake Tax – Reason = 22 When Installing Updates
Drake Tax – Reason = 36 When Installing Updates
Drake Tax – Reason = 9 File May Be Corrupt
Drake Tax – Region Settings – Large Dollar Figure and Software Closing
Drake Tax – Shuts Down, Crashes, or Closes Unexpectedly
Drake Tax – Window Sizing Incorrect
Error – Object Reference Not Set To an Instance of an Object
Return Troubleshooting – Tips and Tricks

Checks

9

Drake Tax – 1040: Printing a Bank Check
Drake Tax – Check Range Setup and Alignment
Drake Tax – Checks Omit Payee Name Suffix
Drake Tax – Lost Check Claims
Drake Tax – Reprinting Checks
Drake Tax – Transmitting Check Print Records and Cashing the Check
Drake Tax – Verifying Check Print Numbers
Drake Tax – Voided Check
Drake Tax – Wrong Name on Check

Features

14

Drake Tax – Custom Web Tax Search
Drake Tax – 1040: Quick Estimator
Drake Tax – ABCvoice Information
Drake Tax – Adding a Preparer Note
Drake Tax – DoubleCheck – Mark Review Status in Enhanced View
Drake Tax – Hot Key Shortcut List
Drake Tax – LinkBacks – See Where the Data Comes From
Drake Tax – LookBack – Compare Last Year and This Year Data in Same Return
Drake Tax – Macros
Drake Tax – Practice Management Tools
Drake Tax – Print or Copy a Data Entry Screen
Drake Tax – Right-Click Menus in Drake Software
TheTaxBook
TicTie Calculate (TTC)

Troubleshooting

6

Drake Tax – 1040: Bank EF Message 5063
Drake Tax – Republic: Bank Product ID EF Messages
Drake Tax – Republic: Expired in Ck Clear Column
Drake Tax – Republic: Fees Deposited Not Appearing
Drake Tax – State Not Listed – States without Income Tax (No Bank Product)
Drake Tax – TPG: Check Cashing Issues

Republic

2

Drake Tax – Republic: 10-Day Time Limit for Printing Checks
Drake Tax – Republic: RBIN

Other

10

Drake Tax – Bank EF Message 5384
Drake Tax – Bank Signatures: EF Messages 5650 and 5651
Drake Tax – EF Message 4304: TPG Fast Cash Advance
Drake Tax – EPS Direct – EF Message 5199
Drake Tax – Important Alert Regarding Advance Bank Products
Drake Tax – Refund Advantage: EF Message 6060
Drake Tax – Refund Advantage: EF Message 6061 – Phone Number Required
Drake Tax – Republic: EF Message 5557 – Missing Phone Number
Drake Tax – TGP Bank Product: EF Message 5433
Drake Tax – Where Do I Find e-Collect Marketing Supplies

Federal

40

Drake Tax – 1040 – Death of HSA Account Beneficiary
Drake Tax – 1040: EF Message 2409
Drake Tax – 1040: Form 8582
Drake Tax – 1040: Form 8814
Drake Tax – 1040: Schedule E, Page 2: Prior-Year Adjustments (PYA)
Drake Tax – 1310 – Frequently Asked Questions
Drake Tax – 2106 – Employee Business Expenses
Drake Tax – 2210 – Frequently Asked Questions
Drake Tax – 2441 – Child and Dependent Care Credit
Drake Tax – 3115: Purpose of Form and Filing
Drake Tax – 461 – Limitation on Business Losses
Drake Tax – 4684 – Data Entry
Drake Tax – 4835: Farm Rental Income and Expenses
Drake Tax – 4852: Substitute W-2 or 1099-R
Drake Tax – 4952 – Line 5
Drake Tax – 4972: Completing Part 3
Drake Tax – 8283: Frequently Asked Questions
Drake Tax – 8332: Release Revoke of Claim of Dependent
Drake Tax – 8396: Mortgage Interest Credit
Drake Tax – 8453 – Paper Document Indicator
Drake Tax – 8822/8822B: Change of Address
Drake Tax – 8829 – Office in Home
Drake Tax – 8844: Empowerment Zone Employment Credit
Drake Tax – 8863: Education Benefits
Drake Tax – 8866: Generation and e-Filing
Drake Tax – 8960: Net Investment Income Tax (NIIT)
Drake Tax – 8994 – Employer Credit for Paid Family and Medical Leave
Drake Tax – First-time Homebuyer Credit Repayment
Drake Tax – Form 2290: Heavy Highway Vehicle Use Tax Return
Drake Tax – Form 3922: Transfer of Stock Acquired Under Employee Stock Purchase Plan
Drake Tax – Form 5471
Drake Tax – Form 5500: Annual Return or Report of Employee Benefit Plan
Drake Tax – Form 6198 – Note 097
Drake Tax – Form 8050 Direct Deposit
Drake Tax – Form 8275
Drake Tax – Form 8821
Drake Tax – Form 926
Drake Tax – Form and EF Availability: Federal Returns
Drake Tax – GBC and 3800 Screens for General Business Credits
Drake Tax – Loss Carryovers: Overview

Form 1040

67

Drake Tax – 1040 – 1120-S Schedule K-1 – Box 16, Code F and Schedule K-3
Drake Tax – 1040 – Filing Requirements for Most Taxpayers
Drake Tax – 1040 – No Tax or Tax Different than Tax Table
Drake Tax – 1040 – Schedule H – Household Employment Taxes FAQs
Drake Tax – 1040 – Schedule LEP
Drake Tax – 1040 – Standard Deduction Amounts
Drake Tax – 1040 – Student Loan Discharge or Forgiveness
Drake Tax – 1040 – Taxpayer Street Address Too Long
Drake Tax – 1040 – Virtual Currencies and Digital Assets – EF Message 2260
Drake Tax – 1040: Additional Withholding on Return
Drake Tax – 1040: Alimony Paid or Received
Drake Tax – 1040: Apply Overpayment to Next Year
Drake Tax – 1040: Auto expenses
Drake Tax – 1040: Child Support Payments
Drake Tax – 1040: Date on Return
Drake Tax – 1040: Dependent Not Showing
Drake Tax – 1040: Depletion
Drake Tax – 1040: Educator Expenses
Drake Tax – 1040: Elections
Drake Tax – 1040: Entering the Prior-Year AGI and PIN
Drake Tax – 1040: Federal Taxation of State Refund and Prior-year AMT
Drake Tax – 1040: Identity Protection PIN (IP PIN)
Drake Tax – 1040: Imperfect Return Election
Drake Tax – 1040: Joint Return with Deceased Taxpayer
Drake Tax – 1040: Medicare Premiums Not Flowing
Drake Tax – 1040: Modified Adjusted Gross Income Calculation
Drake Tax – 1040: Name Exceeds 35 Characters
Drake Tax – 1040: Notice 2014-7 Payments
Drake Tax – 1040: Paid Family Leave (PFL)
Drake Tax – 1040: Penalties for Filing and Paying Late
Drake Tax – 1040: Per Diem Allowance
Drake Tax – 1040: Prior Unallowed Passive Operating Losses
Drake Tax – 1040: Qualified Joint Venture
Drake Tax – 1040: Sale of Home
Drake Tax – 1040: Sale of Primary Residence Used as Rental
Drake Tax – 1040: Section 121 Exclusion Requirement
Drake Tax – 1040: Section 1231 Loss
Drake Tax – 1040: Statutory Employees
Drake Tax – 1040: Taxpayer Signing Return for Spouse
Drake Tax – 1040: Wage or Distribution and Withholding Verification Fields
Drake Tax – 2848: Power of Attorney
Drake Tax – 56: Notice Concerning Fiduciary Relationship
Drake Tax – 8379 or 8857: Injured or Innocent Spouse
Drake Tax – 8615: Kiddie Tax – Dependent Income
Drake Tax – 9465: Installment Agreement Request
Drake Tax – 982 – Frequently Asked Questions
Drake Tax – Additional Medicare Tax: Form 8959
Drake Tax – Auto Generating Taxpayer PINs
Drake Tax – Calculating Federal Late-Filing Penalties and Interest
Drake Tax – Disabled Dependent
Drake Tax – Disaster Relief: Messages, Payments, Data Entry, and IRS Announcements
Drake Tax – Federal 1040: Screen List
Drake Tax – Federal Returns: Mailing Address
Drake Tax – Form 1040 – Line 1
Drake Tax – Form 1040-SR
Drake Tax – Form 843: Claim for Refund and Request for Abatement
Drake Tax – Form 8879 – Frequently Asked Questions
Drake Tax – Form 8888: Direct Deposit
Drake Tax – Form 8938 – Statement of Specific Foreign Financial Assets
Drake Tax – Form W-9: Taxpayer Identification and Certification Request
Drake Tax – Newborn or Non-Numerical SSNs
Drake Tax – Not a Dependent: HOH Qualifier
Drake Tax – Presidential Campaign Fund
Drake Tax – Refund Disbursement: Paper Check
Drake Tax – Self-Rental and Land Note 357
Drake Tax – Wages for Household Employees
Drake Tax – Wrongful Incarceration

Estimates

3

Drake Tax – 1040: Amounts Updating to ES Screen
Drake Tax – ETA Screen: Estimated Payments for Next Year’s Changed Tax Situation
Drake Tax – Printing Estimate Vouchers and Entering Estimates Paid

Military

5

Drake Tax – 1040: Military Address
Drake Tax – 1040: Military Pensions
Drake Tax – 1040: Military Tax Liability Forgiveness
Drake Tax – 1040: Military Wages
Drake Tax – Combat Zone and Contingency Operation Extensions

Social Security

6

Drake Tax – 1040: Form 8846
Drake Tax – 1040: Lump Sum Social Security Distributions
Drake Tax – 1040: MFS Checkbox or Literal “D” for SS Benefits Income
Drake Tax – 1040: No SS Benefits Entered – Note 123
Drake Tax – 1040: Social Security Benefits Worksheet
Drake Tax – Recovering Excess Social Security Withholdings

Credits

14

Drake Tax – 1040: Credit for the Elderly or Disabled
Drake Tax – 1040: Due Diligence FAQs
Drake Tax – 5695: Residential Energy Efficient Property Credit
Drake Tax – 8801: Minimum Tax Credit (MTC)
Drake Tax – 8812: CTC, ACTC, and ODC
Drake Tax – 8839: Adoption Credit
Drake Tax – 8908: Energy Efficient Home Credit
Drake Tax – Child Tax Credit – Fewer Than 7 Months in Home
Drake Tax – EIC and Combat Pay
Drake Tax – EIC: Frequently Asked Questions
Drake Tax – EIC/ACTC Refund Delays – PATH Act
Drake Tax – Facts About Refundable Credits Due Diligence
Drake Tax – Refundable vs. Nonrefundable Credits
Drake Tax – Screen EIC

Form 1040-NR

3

Drake Tax – 1040-NR – Some State e-filing Disallowed
Drake Tax – 1040-NR: Creation and e-Filing
Drake Tax – Form 8288-A Withholding

Form 1041

23

Drake Tax – 1041 – Calculating Tax for an Electing Small Business Trust (ESBT)
Drake Tax – 1041 – Common Issues
Drake Tax – 1041 – Form 1041-T Allocation of Estimated Tax Payments to Beneficiaries
Drake Tax – 1041 – Income Distribution
Drake Tax – 1041 – Income Distribution Deduction (Schedules B and K-1)
Drake Tax – 1041: 1099 Income with Backup Withholding
Drake Tax – 1041: 645 Election and Form 8855
Drake Tax – 1041: Carrying Depreciation or Depletion to Schedule C, E, or F
Drake Tax – 1041: Casualty or Theft of Personal Use Property
Drake Tax – 1041: Depletion
Drake Tax – 1041: Estate Tax Deduction
Drake Tax – 1041: Fees and Other Expenses Offset by Exempt Interest
Drake Tax – 1041: Foreign Taxes Paid or Accrued
Drake Tax – 1041: Name Control Guidelines, EF Message 5300, & IRS Reject R000-901-01
Drake Tax – 1041: Penalty Calculation
Drake Tax – 1041: Schedule E Depreciation
Drake Tax – 1041: Scheduling Estimated Tax Payments
Drake Tax – 1041: Section 179 Expense
Drake Tax – 1041: Tax-Exempt Income Override
Drake Tax – 1041: Taxable Income But No Tax Computed
Drake Tax – 5227 – Split-Interest Trusts
Drake Tax – 5227: Distributions
Drake Tax – Federal 1041: Screen List

Form 1045

2

1040 – Net Operating Loss FAQs
Drake Tax – Forms 172 and 1045 for NOL: Application for Tentative Refund Facts

Form 1065

26

Drake Tax – 1065 – Analysis of Net Income or Loss
Drake Tax – 1065 – Appointed Representative (Tax Matters Partner)
Drake Tax – 1065 – Centralized Partnership Audit Regime
Drake Tax – 1065 – Entity Name Change
Drake Tax – 1065 – Negative Tax Basis Capital Account Information
Drake Tax – 1065 – Section K – Recourse and Non-Recourse Loans
Drake Tax – 1065: Basis for General Business Credit
Drake Tax – 1065: Depletion
Drake Tax – 1065: Distributions to Partners
Drake Tax – 1065: Entering Guaranteed Payments to Partners
Drake Tax – 1065: Entering Partner Capital Accounts
Drake Tax – 1065: Entering Payments for Partner Health Insurance
Drake Tax – 1065: Forms 8804 and 8805
Drake Tax – 1065: Item F Total Assets
Drake Tax – 1065: Late Filing Penalty
Drake Tax – 1065: Loss Carryover
Drake Tax – 1065: Mileage and Automobile Truck Expenses
Drake Tax – 1065: Partner Ownership Changes
Drake Tax – 1065: Partnership Received K-1 from Another Partnership or Fiduciary
Drake Tax – 1065: Payments to Partners for Retirement Plan
Drake Tax – 1065: Return Does Not Balance – Capital Account
Drake Tax – 1065: Screen 179A
Drake Tax – 1065: Section 754 Allocations
Drake Tax – Federal 1065: Screen List
Drake Tax – Form 1065: EF Message 1328 or 1329
Drake Tax -1065: Who Must Sign – Partner, LLC Member, Paid Preparer, ERO PIN

Forms 1098 or 1099

35

Drake Tax – 1040 – Tax-exempt and Taxable Interest
Drake Tax – 1040: Railroad Retirement Benefits (RRB)
Drake Tax – 1040: Repayment of Unemployment Received in Prior Year
Drake Tax – 1040: Social Security Disability Insurance (SSDI) Payments for Terrorist Attack Victims
Drake Tax – 1040/1041: Tax-Exempt OID Interest
Drake Tax – 1098 – Mortgage Insurance Premiums
Drake Tax – 1098-C: Data Entry
Drake Tax – 1098-E: Student Loan Interest Deduction
Drake Tax – 1098-MA
Drake Tax – 1098-Q – Qualifying Longevity Annuity Contract
Drake Tax – 1098-T: Data Entry
Drake Tax – 1098: Mortgage Interest Deduction Limitation
Drake Tax – 1098: Splitting Mortgage Interest
Drake Tax – 1099-A: Data Entry
Drake Tax – 1099-B – Broker and Barter Transactions
Drake Tax – 1099-B – Noncovered Securities
Drake Tax – 1099-C: Cancellation of Debt and Form 982
Drake Tax – 1099-DIV and 1099-INT: Exempt Interest Dividend Not Carrying to State
Drake Tax – 1099-DIV: Box 9
Drake Tax – 1099-DIV: Restricted Stock Dividends and Non-Taxable Income
Drake Tax – 1099-G – Unemployment Compensation
Drake Tax – 1099-G Reporting Unemployment Benefits Received Erroneously
Drake Tax – 1099-G: State and Local Tax Refund Taxability
Drake Tax – 1099-K: Data Entry
Drake Tax – 1099-NEC – Nonemployee Compensation
Drake Tax – 1099-PATR Data Entry
Drake Tax – 1099-Q: Payments from Qualified Education Programs
Drake Tax – 1099-S Data Entry
Drake Tax – 1099-SA Data Entry
Drake Tax – 8889 – Frequently Asked Questions
Drake Tax – Form 1099-DA – Digital Asset Proceeds From Broker Transactions
Drake Tax – Guide to 1098 and 1099 Informational Returns
Drake Tax – Long-Term Health Care Premiums
Drake Tax – SSA-1099 or RRB-1099: Repayment of SS or RRB Benefits
Drake Tax – Tax ID Number on INT and DIV Screens

Form 1099-R

15

Drake Tax – 1040: 1099-R ROLLOVER Checkbox or Literal
Drake Tax – 1040: Annuity or Pension from a Nonqualified Retirement Plan
Drake Tax – 1040: Public Safety Officer (PSO) Insurance Premiums
Drake Tax – 1041: Where to Enter Income From a 1099-R
Drake Tax – 1099-R – Additional Information Check Boxes
Drake Tax – 1099-R – Box 7 Code J
Drake Tax – 1099-R – Roth Distributions and Rollovers
Drake Tax – 1099-R Income from a Deceased Spouse
Drake Tax – 1099-R: Box 5
Drake Tax – 1099-R: Qualified Charitable Distribution (QCD)
Drake Tax – 1099-R: Taxable Amount FAQs
Drake Tax – 5329 – Common Scenarios and Questions
Drake Tax – 8880: Retirement Savings Contributions Credit
Drake Tax – IRA ESA SA Contribution Information
Drake Tax – IRA: Recharacterization

Forms 1095, 8962, PTC, ACA

6

Drake Tax – 8962 – Line 5 Showing 133% (Drake21)
Drake Tax – 8962: Shared Policy Allocation (ACA)
Drake Tax – 8962: Wrong Spouse Shown on Form 8962
Drake Tax – ACA Reporting Forms 1095-A, 1095-B, 1094-C, 1095-C
Drake Tax – Family Healthcare Coverage
Drake Tax – Premium Tax Credit (PTC) Under the ACA

Form 1116

2

Drake Tax – 1116 – Schedule B Foreign Tax Carryover Reconciliation Schedule
Drake Tax – 1116: Frequently Asked Questions

Form 1120

26

Drake Tax – 1120 – Form 1118
Drake Tax – 1120 – Form 4466
Drake Tax – 1120-C: Cooperative Associations
Drake Tax – 1120-F – U.S. Income Tax Return of a Foreign Corporation
Drake Tax – 1120-S – Schedule K-1, Item D
Drake Tax – 1120: 2220 Penalty
Drake Tax – 1120: Applying an Overpayment to Next Year
Drake Tax – 1120: Business Activity Code
Drake Tax – 1120: Consolidated or Composite Return
Drake Tax – 1120: Dividends
Drake Tax – 1120: Entering Officer Information – Form 1125-E
Drake Tax – 1120: Foreign Expropriation
Drake Tax – 1120: Interest and Late Filing Fees
Drake Tax – 1120: Item D Total Assets
Drake Tax – 1120: K1P Screen Lines 2 and 3 Missing
Drake Tax – 1120: Line 5 Interest
Drake Tax – 1120: Mileage
Drake Tax – 1120: Net Operating Loss Entries (NOL)
Drake Tax – 1120: Parse Error – Incomplete Officer Name Entered
Drake Tax – 1120: Payment of Balance Due and Estimated Taxes
Drake Tax – 1120: Return Not Producing Schedule K-1s
Drake Tax – 1120: Salaries and Wages – Less Employment Credits
Drake Tax – 966 – Corporate Dissolution or Liquidation
Drake Tax – Federal 1120-S: Screen List
Drake Tax – Federal 1120: Screen List
Drake Tax – Form 1120-H

Form 1120-S

21

Drake Tax – 1120-S – Line 17 Code AC Change
Drake Tax – 1120-S – Mileage and Automobile Truck Expenses
Drake Tax – 1120-S: Bad Debt
Drake Tax – 1120-S: Basis for General Business Credit
Drake Tax – 1120-S: Capital Gains
Drake Tax – 1120-S: Depletion
Drake Tax – 1120-S: Entering Built-In Gains
Drake Tax – 1120-S: Entering Mileage
Drake Tax – 1120-S: Entering Officer Information – Form 1125-E
Drake Tax – 1120-S: Form 2553
Drake Tax – 1120-S: Interest and Dividends
Drake Tax – 1120-S: Interest Income on Schedule K Line 4
Drake Tax – 1120-S: Item F Total Assets
Drake Tax – 1120-S: Large Corporation e-File
Drake Tax – 1120-S: Late Penalties
Drake Tax – 1120-S: Loss Carryover
Drake Tax – 1120-S: Officer Life Insurance
Drake Tax – 1120-S: Print Locations of AMD Screen
Drake Tax – 1120-S: Qualified Subchapter S Subsidiary Election
Drake Tax – 1120-S: Shareholder Health Insurance
Drake Tax – NOL Carried from 1120 to 1120-S

Form 4562

29

Drake Tax – 1040: Recapturing Depreciation
Drake Tax – 1065 and 1120-S: Section 179 Expense Not Flowing to Return
Drake Tax – 1065/1120-S: Section 179 Recapture
Drake Tax – 4562 – Depreciation of Qualified Indian Reservation Property
Drake Tax – 4562 – Half-Year, Mid-Month, and Mid-Quarter Conventions
Drake Tax – 4562 – Listed Property Type
Drake Tax – 4562 – Sorting Assets
Drake Tax – 4562 Screen and Screens 6-9
Drake Tax – 4562: Common Issues, Limits, Section 179 Data Entry, EF Message 2408
Drake Tax – 4562: Computer Software
Drake Tax – 4562: Description Keywords
Drake Tax – 4562: Disposition of Rental Property
Drake Tax – 4562: Entering Amortized Assets
Drake Tax – 4562: Import Assets from Spreadsheet
Drake Tax – 4562: Line 19H
Drake Tax – 4562: Printing Issues
Drake Tax – 4562: Sale of One Asset from Group of Assets
Drake Tax – 4562: Salvage Value
Drake Tax – 4562: Section 1231 Property Type
Drake Tax – Bonus Depreciation: Current and Prior
Drake Tax – Deleting Associated 4562 Assets
Drake Tax – Depreciable Property Placed in Service and Sold in the Same Year
Drake Tax – Depreciation Calculation
Drake Tax – Do Not Use MACRS Tables
Drake Tax – Involuntary Conversion
Drake Tax – Next Year Depreciation Schedule
Drake Tax – Qualified Real Property (QRP)
Drake Tax – Tangible Property Regulations – Safe Harbor Elections
Drake Tax – Unrecaptured 1250 Gain

Form 4797

9

Drake Tax – 4797 – Sale of Farm Animal
Drake Tax – 4797: 1099-S Transaction
Drake Tax – 4797: Methods to Generate
Drake Tax – 4797: Passive Activity Adjustment
Drake Tax – 4797: Prior Year Section 1231 Losses
Drake Tax – 8824: Like-Kind Exchange
Drake Tax – Business Return Sale of Asset Subject to Partial Personal Use
Drake Tax – Entering Qualified Small Business Stock (QSBS)
Drake Tax – Group Sale

Form 6251

4

Drake Tax – 1041: 6251 Option Affects Schedule I
Drake Tax – 6251: Line 2t Intangible Drilling Costs
Drake Tax – Alternative Minimum Tax
Drake Tax – Form 3921 – Excise of An Incentive Stock Option

Form 6252

2

Drake Tax – Group Sale Installment Sale
Drake Tax – Installment Sale Definition

Form 706

6

Drake Tax – 706 – Estate Tax Returns FAQs
Drake Tax – 706: Amending
Drake Tax – 706: Form Availability
Drake Tax – 706: Generating Schedule A and B
Drake Tax – 706: Line 1 is Blank
Drake Tax – 706: Part 6, Line 3 Amounts

Form 709

5

Drake Tax – 709: Gift Tax Pricing
Drake Tax – 709: Gift Tax Return Overview
Drake Tax – 709: Move Amount from Schedule A Part I to Part III
Drake Tax – 709: Schedule A or B Blank
Drake Tax – Tracking by Donee

Form 8606

3

Drake Tax – 1040: IRA Deduction Not Showing on Return
Drake Tax – 8606: Lines 4 or 8 are Blank
Drake Tax – Inherited IRA

Forms 8915

2

1040 – Form 8915-F
Drake Tax – 1040 – Forms 8915-A, 8915-B, 8915-C, 8915-D, and 8915-E

Form 8936

3

Drake Tax – 8936 – Clean Vehicle Credits
Drake Tax – Reject “SA-F8936-030” – Unsubstantiated VIN
Drake Tax – Reject “SA-F8936-047” or “SA-F8936-048”

Form 8949 or Schedule D

14

Drake Tax – 1040: Entering Capital Gain Without Schedule D
Drake Tax – 1040: Importing Multiple Schedule D Transaction Spreadsheets
Drake Tax – 8949 – Import Transactions, PDI Indicator or PDF Attachment
Drake Tax – 8949: Acceptable Entries for e-Filing
Drake Tax – 8949: Code on Part I or II
Drake Tax – 8949: EF Message 5310
Drake Tax – 8949: Entering a Wash Sale
Drake Tax – Form 6781: Section 1256 Contracts and Straddles
Drake Tax – Opportunity Zones and Qualified Opportunity Funds
Drake Tax – Sale of Asset Used for Personal and Business Use
Drake Tax – Schedule D Form 8949 Import
Drake Tax – Schedule D: Capital Loss Carryover
Drake Tax – Schedule D: Data Entry for Line 12
Drake Tax – Schedule D: Lines 1a and 8a

Form 8990

2

Drake Tax – Form 8990
Drake Tax – Form 8990 – Section 163(j)(7) Election or Withdrawal

Form 990

27

Drake Tax – 990: Excise Taxes
Drake Tax – 8976 – Revenue Procedure 2016-41
Drake Tax – 990 – e-Filing Requirements
Drake Tax – 990 – Form 1023
Drake Tax – 990 – Form Selection and Data Entry
Drake Tax – 990 – Resolving Common Rejects
Drake Tax – 990-N
Drake Tax – 990-PF – Taxable Private Foundation Check Box
Drake Tax – 990-PF: Direct Debit Available
Drake Tax – 990-PF: Maturity Date After 2099
Drake Tax – 990-PF: Paying Depository Taxes
Drake Tax – 990-T – Frequently Asked Questions
Drake Tax – 990: Asset and Depreciation Information on the Balance Sheet
Drake Tax – 990: Available State Returns
Drake Tax – 990: Completing Page 1
Drake Tax – 990: Explanation Attachment
Drake Tax – 990: Page 1 Box G
Drake Tax – 990: Part III Lines 4a, 4b, 4c
Drake Tax – 990: Part IV
Drake Tax – 990: Part VII Lines 8a and 8b
Drake Tax – 990: Part VII Officers, Directors, Trustees, Employees, Contractors
Drake Tax – 990: Percentages for Schedule A, Page 3
Drake Tax – 990: Preparer Signature and SSN/EIN
Drake Tax – 990: Sale of Assets
Drake Tax – 990: Schedule B
Drake Tax – 990: Schedule L Statement for Part V
Drake Tax – Federal 990: Screen List

Form W-2 or W-2G

10

Drake Tax – 1040: Gambling Winnings and Losses
Drake Tax – 1040: Note 488 – Form 4137
Drake Tax – 1040: Reporting Tip Income
Drake Tax – 1040: Return Note 478 – Form 4137
Drake Tax – 1040: W-2 Reject on EIN
Drake Tax – Clergy Screen Help
Drake Tax – Railroad W-2
Drake Tax – W-2 Box 12 Codes
Drake Tax – W-2: Additional Entries for Boxes 12, 14, and States
Drake Tax – W2 Import Feature

Form W-7 and ITIN

4

Drake Tax – Creating Returns with Temporary ITINs
Drake Tax – Generating an ITIN Report
Drake Tax – ITIN Authorized Acceptance Agents
Drake Tax – ITIN: Form W-7

Form W-4 or W-4P

2

Drake Tax – 1040: Pension or Annuity Allowances Worksheet (W4P)
Drake Tax – Form W-4 Employee’s Withholding Allowance Certificate

Foreign Forms

18

Drake Tax – 1040 – Form 8621, Page 3, Part V
Drake Tax – 1040 – Form 8992
Drake Tax – 1040 – Section 962 Election
Drake Tax – 1040-SS or 1040-PR
Drake Tax – 1040: Canadian Retirement Income
Drake Tax – 1040: Dual Status Alien Return
Drake Tax – 1040: Foreign Employer Compensation (FEC)
Drake Tax – 1040: Nonresident Alien Spouse
Drake Tax – 1040: Returns or Income from Certain U.S. Possessions
Drake Tax – 1065: 8813 – Foreign Tax Withheld
Drake Tax – 2555 – Foreign Earned Income Exclusion
Drake Tax – Bona Fide Residents of Puerto Rico and the Standard Deduction Calculation
Drake Tax – Corporate Transparency Act – Beneficial Ownership Information
Drake Tax – Creating a Beneficial Ownership Information (BOI) Report
Drake Tax – FinCEN 114 – Frequently Asked Questions
Drake Tax – Form 1042-S
Drake Tax – Form 3520
Drake Tax – Form 8966: FATCA Report

Schedules 1 – 3

3

Drake Tax – 1040 – Hobby Expenses
Drake Tax – 1040 – Schedule 3, Other Payments Adjustment
Drake Tax – Keogh Contributions

Schedule A

6

Drake Tax – 1040: MFS Spouse Itemizing or Taxpayer Was a Dual-Status Alien
Drake Tax – Amortizing Mortgage Points
Drake Tax – Schedule A – Force Itemized or Standard Deduction
Drake Tax – Schedule A – State and Local Income Tax Deduction Limitation (Wks SALT)
Drake Tax – Schedule A: Medical Expenses
Drake Tax – Schedule A: Print Even Using the Standard Deduction

Schedule B

3

Drake Tax – 1065 – Schedule B and Schedule B-1
Drake Tax – Schedule B – Foreign Account Questions
Drake Tax – Schedule B: Form Not Generating

Schedules C, E, F, SE

23

Drake Tax – 1040 – Erroneous or Unneeded Schedule C
Drake Tax – 1040 – Schedule C – Business Activity Codes
Drake Tax – 1040 – Schedule E – Tax Court Method Election
Drake Tax – 1040: 4562 Ownership Percentage (Return Note 135)
Drake Tax – 1040: Generating the SEP Worksheet
Drake Tax – 1040: Losses Not on Schedule E, page 2
Drake Tax – 1040: Schedule C Loss Not Flowing
Drake Tax – Schedule C, Page 2
Drake Tax – Schedule C: Clergy Business Code
Drake Tax – Schedule C: Multiple 1099-MISC/1099-NEC for Same Business
Drake Tax – Schedule C: Special Tax Treatment
Drake Tax – Schedule C: Taxpayer Disposed of Business
Drake Tax – Schedule E: Activity Type, Section 179, Note 120
Drake Tax – Schedule E: Business Use Percentage Calculation
Drake Tax – Schedule E: Disposition of Rental Property
Drake Tax – Schedule E: Duplex Mortgage Interest Not on Schedule A
Drake Tax – Schedule E: Page 1 Not Produced
Drake Tax – Schedule F: Frequently Asked Questions
Drake Tax – Schedule SE – Self Employment FAQs
Drake Tax – Schedule SE: Forms 4029 and 4361
Drake Tax – Schedules C, E, F: Special Tax Treatment for SMLLC
Drake Tax – Self-Employed Persons
Drake Tax – Self-Employment Health Insurance Deduction

Schedule K-1

42

Drake Tax – 1040 – 1065 Schedule K1 – Box 21 and Schedule K-3
Drake Tax – 1040 – Distributions in Excess of Basis from 1065
Drake Tax – 1040 – Distributions in Excess of Basis from 1120-S
Drake Tax – 1040 – Final K-1
Drake Tax – 1040 – K1P Box 13 Interest Expense
Drake Tax – 1040 – K1P Box 20 Code AG
Drake Tax – 1040 – Shareholder Unreimbursed Employee Expenses
Drake Tax – 1040: Basis Worksheets
Drake Tax – 1040: Capital Construction Fund (CCF)
Drake Tax – 1040: Entering Unreimbursed Partnership Expenses
Drake Tax – 1040: K-1 Code Data Entry
Drake Tax – 1040: K1F Negative Entries
Drake Tax – 1040: K1P Box 13 Intangible Drilling Costs
Drake Tax – 1040: K1S and K1P – Negative Basis
Drake Tax – 1040: K1S Box 12 Intangible Drilling Costs
Drake Tax – 1040: K1S Box 17 Code K or K1P Box 20 Code L
Drake Tax – 1040: Multi-State K-1 Entry
Drake Tax – 1040: Partner or Shareholder K-1 At-Risk Losses
Drake Tax – 1041, 1065, 1120-S – K-1 Codes
Drake Tax – 1041: WKK1 Screen for Worksheet K1
Drake Tax – 1041/1065/1120-S: Last K-1 Entered Shows Incorrect Distribution
Drake Tax – 1065 – Deceased Partner and Inherited Partnership Interest (Step-Up in Basis)
Drake Tax – 1065 – Partner Special Allocations
Drake Tax – 1065 – Partner’s Adjusted Basis Worksheet (Basis Wks)
Drake Tax – 1065 – Schedule K1 – Boxes 22 and 23
Drake Tax – 1065: K-1 Line 14 Self-Employment
Drake Tax – 1065: K-1 Overrides
Drake Tax – 1065: K-1 Section K Partner’s Share of Liabilities
Drake Tax – 1065: Line 14c Gross Nonfarm Income
Drake Tax – 1065: Nominee Codes on K-1
Drake Tax – 1065/1120-S: Basis Worksheet – Shareholder or Partner Number Field Blank
Drake Tax – 1120-S – Shareholder Distributions
Drake Tax – 1120-S – Shareholder’s Adjusted Basis Worksheet (Basis Wks)
Drake Tax – 1120-S: Overriding Shareholder K-1 Amounts
Drake Tax – 1120-S: Shareholder Ownership Changes
Drake Tax – Basis, At-Risk, and Passive Activity Limits
Drake Tax – Change the Rounding Partner, Shareholder, or Beneficiary
Drake Tax – Exporting Forms K-1 from 1065, 1120-S or 1041
Drake Tax – Form 7203: Shareholder Basis – EF Message 5486
Drake Tax – K-1 Sorting and Viewing
Drake Tax – K1 or K1E Screens
Drake Tax – K1P: Income from PTP Considered Nonpassive

Schedules K-2 and K-3

2

Drake Tax – 1065 – Schedules K-2 and K-3
Drake Tax – 1120-S – Schedule K-2 and K-3

Schedule L, M-1, M-2, M-3

15

Drake Tax – 1065 – Calculating Book Income, Schedules M-1 and M-3
Drake Tax – 1065 – Schedules L, M-1, and M-2 Not Showing
Drake Tax – 1065, 1120-S, 1120, 990 Schedule L: Beginning or End of Year Blank
Drake Tax – 1065: Force Print L, M-1, M-2, and Item F
Drake Tax – 1065/1120/1120-S: Schedule M-3
Drake Tax – 1120 – Schedules L, M-1, and M-2 Not Showing
Drake Tax – 1120-S – Calculating Book Income, Schedule M-1 and M-3
Drake Tax – 1120-S – Calculating Schedule M-2
Drake Tax – 1120-S: M-2 Versus Retained Earnings
Drake Tax – 1120-S: Schedule M-2, Shareholders’ Undistributed Taxable Income Column
Drake Tax – 1120: Calculating Book Income, Schedule M-1 and M-3
Drake Tax – 1120: EF Message 0042 – Schedule M-2 is Out of Balance
Drake Tax – 1120/1120-S/1065: M-1, M-3, and 8916-A Overrides
Drake Tax – 1120/1120-S/1065: Schedules L and M-1
Drake Tax – M2 Unverified Field

QBI

9

Drake Tax – 1065/1120-S – Wks QBI Calculation and Override
Drake Tax – QBI Deduction – 1120-S/1065 Message Amount Unallocated
Drake Tax – QBI Deduction – Section 199A Trade or Business Safe Harbor: Rental Real Estate
Drake Tax – QBI Deduction – Specified Service Trade or Business (SSTB)
Drake Tax – QBI Deduction – W2 Wage Allocation 1120-S
Drake Tax – QBI Deduction: Business Aggregation
Drake Tax – QBI Deduction: Frequently Asked Questions
Drake Tax – QBI: Unadjusted Basis Immediately After Acquisition (UBIA)
QBI – Form 8995-A – Schedule C Loss Netting and Carryforward

States

31

Drake Tax – 1040 – State Signature and Declaration Forms
Drake Tax – 1040 – State Taxes on Wks CARRY
Drake Tax – 1040: 529 Plan Deductions
Drake Tax – 1040: Splitting a Community Property Return
Drake Tax – 1040: State Returns – Full-Year, Part-Year (Multi-State), or Non-Resident Selections
Drake Tax – 1099-B for State e-Filing Purposes
Drake Tax – 1120, 1120-S, 1065: Multistate Apportionment
Drake Tax – 1120: States with Franchise Tax
Drake Tax – AK – Alaska Permanent Fund Dividends
Drake Tax – Business Balance Sheet, Income Reconciliation Not Flowing to State
Drake Tax – Business Returns States Tab
Drake Tax – Cannot Add Federal Form to State Print Set
Drake Tax – HI – Form 2441 Tax ID Number
Drake Tax – PMT Screen Account Type on Business Returns
Drake Tax – State e-File Mandates
Drake Tax – State ID Requirements
Drake Tax – State is Suppressed When It Should Not Be
Drake Tax – State Pass-Through Entity Tax (PTET) in Business Packages
Drake Tax – State Returns – Blank Estimated Tax Vouchers Not Allowed
Drake Tax – State Returns: Estimated Tax Vouchers Direct Debit
Drake Tax – States Generally – Attachments for e-Filing
Drake Tax – States Generally – Consent to Disclosure Note
Drake Tax – States Generally – e-Filing
Drake Tax – States Generally – Generating and e-Filing Amended Individual Returns
Drake Tax – States Generally – Individual Deadlines and Extensions
Drake Tax – States Generally: Depositing Refunds
Drake Tax – States Generally: Depreciation Differences and Multi-State Returns
Drake Tax – States Generally: Preparer Name Not Flowing
Drake Tax – States Generally: Standard or Itemized Deduction
Drake Tax – States Missing from Sets or Pricing Setup
Drake Tax – Unnecessary State Return Produced

Alabama

14

Drake Tax – Form Availability and Tax Changes: Alabama
Drake Tax – AL – Automatic Extension of Return Due Date
Drake Tax – AL – Business Privilege Tax Returns
Drake Tax – AL – EF Message 0001 or 0029
Drake Tax – AL – EF Message 0204
Drake Tax – AL – EF Message 0351
Drake Tax – AL – EF Message 0357
Drake Tax – AL – Electing Pass-Through Entities (PTET)
Drake Tax – AL – Electronic Payment Mandate – Vouchers Not Produced
Drake Tax – AL – Privilege Tax Amount Due
Drake Tax – AL – Total Other Income – Part 1, Line 9
Drake Tax – AL: Business Return Perfection Period
Drake Tax – AL: EF Message 1743
Drake Tax – AL: Overtime Exemption Act

Arkansas

8

Drake Tax – Form Availability and Tax Changes: Arkansas
Drake Tax – AR – Active Duty Military Pay
Drake Tax – AR – Generating Individual Forms AR1000-DC and AR1000-DD
Drake Tax – AR – Pass-Through Entity-Level Tax (PTET)
Drake Tax – AR – Pension Exclusion
Drake Tax – AR: Form AR1000NOL
Drake Tax – AR: Prior-Year Corporate Net Operating Losses
Drake Tax – Arkansas – USDA Exempt Income (2025)

Arizona

14

Drake Portals – Guided Organizer
Drake Tax – Form Availability and Tax Changes: Arizona
Drake Tax – Arizona Maintenance (October 2026)
Drake Tax – AZ – EF Message 0016
Drake Tax – AZ – EF Message 0017
Drake Tax – AZ – EF Message 0018
Drake Tax – AZ – EF Message 0055
Drake Tax – AZ – EF Message 0069
Drake Tax – AZ – Form 301 – Credit Carryovers
Drake Tax – AZ – Pass-through Entity Tax Election and Credit (PTET)
Drake Tax – AZ – Standard Deduction Increase for Charitable Contributions
Drake Tax – AZ: Forcing the AZ-140V Electronic Payment Voucher to Print
Drake Tax – AZ: Form 301, Nonrefundable Individual Tax Credits and Recapture
Drake Tax – AZ: Resident Partners Not Issued K-1

California

48

Drake Tax – Form Availability and Tax Changes: California
Drake Tax – CA – EF Message 0807
Drake Tax – CA – 3514 Business Demographic Information
Drake Tax – CA – 565K1 or 568K1 Column E Not Flowing
Drake Tax – CA – Adoption Credit
Drake Tax – CA – Alternative Electronic Signature
Drake Tax – CA – Amended 565 Partnership or 568 LLC Return
Drake Tax – CA – Annual Registration Renewal Fee Report
Drake Tax – CA – Attaching Withholding Forms
Drake Tax – CA – Child and Dependent Care Expenses Credit
Drake Tax – CA – EF Message 0069
Drake Tax – CA – EF Message 0083
Drake Tax – CA – EF Message 0100
Drake Tax – CA – EF Message 0202
Drake Tax – CA – EF Message 0243
Drake Tax – CA – EF Message 0560
Drake Tax – CA – EF Message 1011
Drake Tax – CA – EF Message 1046
Drake Tax – CA – EF Message 1391
Drake Tax – CA – EF Message 1392
Drake Tax – CA – Federal 121 Exclusion
Drake Tax – CA – Form 3532
Drake Tax – CA – Form 3536
Drake Tax – CA – Form 3582
Drake Tax – CA – Form 3805-Z
Drake Tax – CA – Form 568 – Single Member LLC
Drake Tax – CA – Form 5805
Drake Tax – CA – Form FTB 3504
Drake Tax – CA – FTB 743
Drake Tax – CA – Generating Form 3885
Drake Tax – CA – K-1 Overrides Not Flowing to CA565K1
Drake Tax – CA – Middle Class Tax Refund
Drake Tax – CA – NOL – Form FTB 3805V
Drake Tax – CA – Pass-Through Entity Elective Tax (PTET)
Drake Tax – CA – Registered Domestic Partners
Drake Tax – CA – Registering for e-File in California
Drake Tax – CA – Renters Credit
Drake Tax – CA – SDI, CASDI Disability Withholding
Drake Tax – CA – State Registration Number
Drake Tax – CA – Suppressing Installment Agreement Request
Drake Tax – CA EF Message 0123: Error with Data Entered on Form W-2
Drake Tax – CA: 2024 CA Direct Debit Estimated Business Payments Incorrectly Applied to Tax Year 2023
Drake Tax – CA: Earned Income Credit Checklist and EF Messages
Drake Tax – CA: Minimum Franchise Tax, Corporations, S corporations, and LLCs
Drake Tax – CA: Pass-through Credit on CA Form 592
Drake Tax – CA: Secretary of State (SOS) File Number
Drake Tax – California Extensions
Drake Tax – California Reject “IndividualPayment-330” (Drake24)

Colorado

8

Drake Tax – Form Availability and Tax Changes: Colorado
Drake Tax – CO – CO 106 Cannot Select
Drake Tax – CO – DR 0104 Negative Taxable Income
Drake Tax – CO – EF Message 0022
Drake Tax – CO – Excluding Death Benefits
Drake Tax – CO – Rejection Withholding Claimed Does Not Match Total
Drake Tax – CO – SALT Parity Act (PTET)
Drake Tax – CO – State Sales Tax Refund

Connecticut

7

Drake Tax – Form Availability and Tax Changes: Connecticut
Drake Tax – CT – 1040-ES Address
Drake Tax – CT – Part-Year Resident Income Allocation
Drake Tax – CT – Pass-through Entity Tax and Credit (PET)
Drake Tax – CT – Requirements for Preparers
Drake Tax – CT – Teacher’s Retirement Income Subtraction
Drake Tax – Form CT-1065/CT-1120SI

District of Columbia

9

Drake Tax – Form Availability and Tax Changes: District of Columbia
Drake Tax – DC – EF Message 0120
Drake Tax – DC – Business Franchise Tax Extension
Drake Tax – DC – D-30 – Franchise Tax
Drake Tax – DC – EF Message 0160
Drake Tax – DC – Reject “DCSCHI-0007” or EF Message 0152 (Drake Tax 2025)
Drake Tax – DC – Rejects – Business Registration Required
Drake Tax – DC: Check Refund Status
Drake Tax – DC: ES Voucher For 1120 Return

Florida

6

Drake Tax – Form Availability and Tax Changes: Florida
Drake Tax – FL – Corporate Assets Duplicated
Drake Tax – FL – Florida 405 Tangible Personal Property Tax
Drake Tax – FL – Forcing Long Form in 1120/1120-S Returns
Drake Tax – FL – Signatures Not Showing and EF Message 0112
Drake Tax – FL: 1120-S Package

Georgia

15

Drake Tax – Form Availability and Tax Changes: Georgia
Drake Tax – GA – 600-S-CA – Indicating NR Shareholder Agreement
Drake Tax – GA – Corporate Net Worth Tax
Drake Tax – GA – Direct Deposit Policy
Drake Tax – GA – EF Message 0036
Drake Tax – GA – EF Message 0109
Drake Tax – GA – EF Message 0113
Drake Tax – GA – EF Message 0152
Drake Tax – GA – Exemption for Unborn Dependents
Drake Tax – GA – Income Not Taxable to GA
Drake Tax – GA – New Tax Bill Non-Conformity (2025)
Drake Tax – GA – Over 65 Deduction
Drake Tax – GA – Pass-Through Entity Election (PTET)
Drake Tax – GA – Preparer Info Not Displayed On 8453
Drake Tax – GA: EF Message 0008

Idaho

5

Drake Tax – Form Availability and Tax Changes: Idaho
Drake Tax – ID – Affected Business Entity (ABE) Election (PTET)
Drake Tax – ID – New Tax Bill Conformity (2025)
Drake Tax – ID – Retirement Benefits Deduction
Drake Tax – ID: Refund Status

Iowa

7

Drake Tax – Form Availability and Tax Changes: Iowa
Drake Tax – IA – 1040C Composite Return
Drake Tax – IA – EF Message 2033 or 2037
Drake Tax – IA – Entering Iowa Taxable Interest
Drake Tax – IA – Fiduciary Estimated Tax Vouchers
Drake Tax – IA – Net Operating Loss (NOL)
Drake Tax – IA – School District Surtax – EF Message 0016

Illinois

18

Drake Tax – Form Availability and Tax Changes: Illinois
Drake Tax – IL – 1040NR Gambling Winnings
Drake Tax – IL – 1065/1120-ST Line 35, Box A or B
Drake Tax – IL – 1099-R Box 7 Codes Not Showing
Drake Tax – IL – Bank Products and Fees
Drake Tax – IL – Credit for Taxes Paid to Another State
Drake Tax – IL – EF Message 0174
Drake Tax – IL – EF Message 0601
Drake Tax – IL – Estimates
Drake Tax – IL – K1 Withholding Not Flowing
Drake Tax – IL – Pass-Through Entity Tax Election and Credit (PTE)
Drake Tax – IL – Property Tax Credit
Drake Tax – IL – Reject “IL1120B-3100-3”
Drake Tax – IL – Tax-Exempt Interest
Drake Tax – IL – Years Available for e-File
Drake Tax – IL-1120/IL-1120-ST – Due Dates and Extensions
Drake Tax – Illinois EF Message 0012
Drake Tax – Illinois EF Message 0247 – 1120-S/1065 Apportionment Formula

Indiana

9

Drake Tax – Form Availability and Tax Changes: Indiana
Drake Tax – IN – County Code EF Messages
Drake Tax – IN – County Estimated Tax Vouchers
Drake Tax – IN – EF Message 1269
Drake Tax – IN – EF Messages 0007 and 0019
Drake Tax – IN – Military Retirement Income
Drake Tax – IN – Private School or Homeschool Deduction
Drake Tax – IN: Applying Property Tax
Drake Tax – Indiana – Schedule C, Schedule E, and Other Attachments

Kansas

13

Drake Tax – Form Availability and Tax Changes: Kansas
Drake Tax – KS – e-Filing the Homestead Claim (K-40H)
Drake Tax – KS – EF Message 0092
Drake Tax – KS – EF Message 0098
Drake Tax – KS – EF Message 0107
Drake Tax – KS – EF Message 0127
Drake Tax – KS – EF Message 0160
Drake Tax – KS – Form KS120EX, Kansas Expensing Deduction Schedule
Drake Tax – KS – Homestead Claim and Food Sales Tax Credit
Drake Tax – KS – KS120 Line 3 Taxes
Drake Tax – KS – SALT Parity Act (PTET)
Drake Tax – KS – When Mailing KS-40 with Schedule CR
Drake Tax – KS: KPERS Contribution on W-2 Requires Direct Entry

Kentucky

8

Drake Tax – Form Availability and Tax Changes: Kentucky
Drake Tax – KY – Account Numbers for Pass-Through Entities
Drake Tax – KY – Amended Return
Drake Tax – KY – EF Message 1216
Drake Tax – KY – EF Messages 1102 and 1103
Drake Tax – KY – Form 725
Drake Tax – KY – Partnerships – KY-765 or KY-765GP
Drake Tax – KY: State ID Number or LLET Account Number Required – EF Message 1217 or 0120

Louisiana

5

Drake Tax – Form Availability and Tax Changes: Louisiana
Drake Tax – LA – Amended Returns
Drake Tax – LA – EF Message 0032
Drake Tax – LA – EF Message 0080
Drake Tax – LA – Form 620, Schedule D, line 24 (Drake25)

Massachusetts

11

Drake Tax – Form Availability and Tax Changes: Massachusetts
Drake Tax – MA – Circuit Breaker Credit
Drake Tax – MA – Corporation, S corporation, and Partnership Extensions
Drake Tax – MA – EF Message 0214
Drake Tax – MA – Exclusions on Schedule B Line 6
Drake Tax – MA – Form 355-U Overpayment (Drake22 and prior)
Drake Tax – MA – Form 63D-ELT (PTET)
Drake Tax – MA – Schedule HC Data Entry Problems
Drake Tax – MA: Credit for RI Disability Insurance
Drake Tax – MA: Filing an Extension
Drake Tax – MA: Schedule EC Not Produced with No Tax Status

Maryland

20

Drake Tax – Form Availability and Tax Changes: Maryland
Drake Tax – Maryland Itemized Deduction Phase-out (2025)
Drake Tax – Maryland – System Updates and Processing Delays
Drake Tax – MD – Taxes Paid to Another State Credit
Drake Tax – MD – 502B Showing No Dependent Insurance
Drake Tax – MD – Corporate and S corporate Extensions
Drake Tax – MD – EF Message 0008
Drake Tax – MD – EF Message 0036
Drake Tax – MD – EF Message 0057
Drake Tax – MD – EF Message 0099
Drake Tax – MD – EF Message 0141
Drake Tax – MD – EF Message 0605
Drake Tax – MD – EF Message 0613
Drake Tax – MD – Form 1
Drake Tax – MD – Form 505 – Taxes Withheld in Error
Drake Tax – MD – Maryland State Registration
Drake Tax – MD – Military Retirement Income
Drake Tax – MD – Part-Year Residency and EF Message 0138
Drake Tax – MD – Reject “Form502-01805-010”
Drake Tax – MD: State Pickup Amounts

Maine

5

Drake Tax – Form Availability and Tax Changes: Maine
Drake Tax – ME – Amended 1040ME Return
Drake Tax – ME – Form 1099-ME – Real Estate Withholding Payments
Drake Tax – ME – Forms that Cannot be e-Filed
Drake Tax – ME – Property Tax Fairness Credit

Michigan

16

Drake Tax – Form Availability and Tax Changes: Michigan
Drake Tax – MI – Deduction for Taxpayers Born after 1946
Drake Tax – MI – Flow Through Entity Tax
Drake Tax – MI – Michigan Cities
Drake Tax – MI – Over Age 65, Blind or Deaf Special Exemption
Drake Tax – MI – Rejection of Nonresident Dependent e-Filing for Tax Refund
Drake Tax – MI – Suppress Form 2210
Drake Tax – MI: 4884 Pension Schedule
Drake Tax – MI: e-Filing the State Return Without the Federal Return
Drake Tax – MI: EF Message 0201 Michigan Homestead Property Tax Credit
Drake Tax – MI: EITC on Nonresident Return
Drake Tax – MI: MICR5 – The Agreement Number
Drake Tax – MI: Military Wages
Drake Tax – MI: Property Tax Credit e-Filing
Drake Tax – MI: Prorated Wages
Drake Tax – Michigan – Processing Delays

Minnesota

6

Drake Tax – Form Availability and Tax Changes: Minnesota
Drake Tax – MN – EF Message 0374
Drake Tax – MN – EF Message 0511
Drake Tax – MN – Homestead Credit Refund and Renter’s Credit
Drake Tax – MN: Correcting a MN Tax ID Business Return Reject
Drake Tax – MN: MNKPI, MNKS, or MNKF

Missouri

15

Drake Tax – Form Availability and Tax Changes: Missouri
Drake Tax – MO – 1099-G Not Mailed, Available Online
Drake Tax – MO – Create MO-PTC without a 1040
Drake Tax – MO – EF Message 0261
Drake Tax – MO – Federal Income Tax Deduction
Drake Tax – MO – Form E-234 St. Louis Earnings Tax
Drake Tax – MO – Form MO-CR: Credit for Income Taxes Paid to Other States or Political Subdivisions
Drake Tax – MO – Kansas City Profits Tax Form RD-108
Drake Tax – MO – Missouri Income Percentage, Form MO-NRI
Drake Tax – MO – Online Payments
Drake Tax – MO – SALT Parity Act (PTET)
Drake Tax – MO – Schedule A Itemized Deductions, Part 2
Drake Tax – MO: Non-Resident Property Tax Treatment
Drake Tax – MO: Payment Voucher
MO – Kansas City Earnings Tax Form RD-109

Mississippi

6

Drake Tax – Form Availability and Tax Changes: Mississippi
Drake Tax – MS – EF Message 0030
Drake Tax – MS – Estimated Tax Voucher
Drake Tax – MS: Gambling Income
Drake Tax – MS: Reject XMS00-093
Drake Tax – MS: W-2 Box RED

Montana

4

Drake Tax – Form Availability and Tax Changes: Montana
Drake Tax – MT – EF Message 0027
Drake Tax – MT – Return No Longer Needed
Drake Tax – MT: Amending a Return

Nebraska

4

Drake Tax – Form Availability and Tax Changes: Nebraska
Drake Tax – NE – EF Message 0061 Payments
Drake Tax – NE – Form 3 Use Tax Return
Drake Tax – NE: Electronic Fund Withdrawal Not Timely During Perfection Period

New Hampshire

3

Drake Tax – Form Availability and Tax Changes: New Hampshire
Drake Tax – NH: Business Tax Return Extension
Drake Tax – NH: Estimates

New Jersey

18

Drake Tax – Form Availability and Tax Changes: New Jersey
Drake Tax – NJ – 1065 Filing Fee Not Producing
Drake Tax – NJ – 1065 NJ Source Income Allocations
Drake Tax – NJ – Both Part Year and Nonresident Return Needed
Drake Tax – NJ – CBT 2553 QSSS Election Form
Drake Tax – NJ – EIC and K1P
Drake Tax – NJ – Estimated Payments for Partnership Return
Drake Tax – NJ – Family Leave Insurance (FLI)
Drake Tax – NJ – Filing Certain Fiscal Year Corporate Returns (Note 31)
Drake Tax – NJ – Healthcare Shared Responsibility Payment
Drake Tax – NJ – New Jersey Earned Income Tax Credit (NJEITC)
Drake Tax – NJ – Partnership Extension EF Message 1305
Drake Tax – NJ – Pass-Through Business Alternative Income Tax (PTET)
Drake Tax – NJ – Signed Statement for Erroneous Withholding From PA Resident
Drake Tax – NJ – Veteran Exemption
Drake Tax – NJ: Homestead Credit or Deduction
Drake Tax – NJ: Marking a Dependent For New Jersey Health Insurance
Drake Tax – NJ: Wage Amount Calculation

New Mexico

8

Drake Tax – Form Availability and Tax Changes: New Mexico
Drake Tax – NM – EF Message 0064
Drake Tax – NM – EF Message 0467
Drake Tax – NM – NMBTIN
Drake Tax – NM – No 1120-S K-1
Drake Tax – NM – PIT-1 EF Message 0056 Prevents Reject 847
Drake Tax – NM – Suppress RPD-41287
Drake Tax – NM: First Quarterly Estimated Payments for Corporate Income Tax

New York

51

Drake Tax – Form Availability and Tax Changes: New York
Drake Tax – NY – Empire State Child Credit
Drake Tax – NY – Federal Form 8915-F and NY Pension Exclusion
Drake Tax – NY – Filing Corporate Return Extension
Drake Tax – NY – Form IT-370-PF Extension Payment
Drake Tax – NY – IT-241 Clean Heating Fuel Credit
Drake Tax – NY – Pass-through Entity Tax Credit (PTET)
Drake Tax – NY – Pension Exclusion
Drake Tax – NY – START-UP NY Program Wage Exclusion
Drake Tax – NY – State and City Payment Frequently Asked Questions
Drake Tax – NY Conviction Question
Drake Tax – NY Letter References Suppressed Form
Drake Tax – NY: CT-3-S – EF Message 0556 for NY Receipts Total
Drake Tax – NY: CT3 and CT3M e-Filing
Drake Tax – NY: EF Message 0137 Driver’s License or State ID
Drake Tax – NY: EF Message 0149
Drake Tax – NY: EF Message 0199 – Local Withholding on 1099-G
Drake Tax – NY: EF Message 0503
Drake Tax – NY: EF Message 1110
Drake Tax – NY: EF Message 2044
Drake Tax – NY: EIC Forms IT-2099 and IT-215
Drake Tax – NY: Filing an S Corporation Extension
Drake Tax – NY: Forcing Itemized or Standard Deduction
Drake Tax – NY: Form IT-204-LL
Drake Tax – NY: Form IT-216, Child and Dependent Care Credit
Drake Tax – NY: Form IT-272 or IT-203-B
Drake Tax – NY: Form IT-272 or IT-203-B: Student Attended Two or More Colleges
Drake Tax – NY: Generating a Form CT-399
Drake Tax – NY: Gross Receipts and Business Allocation
Drake Tax – NY: Important Information For All NY Preparers
Drake Tax – NY: IT-2 – More Than One Other State
Drake Tax – NY: IT-201/203 Amended Return
Drake Tax – NY: IT-255 Solar Energy System Equipment Credit
Drake Tax – NY: IT-272 and Federal Tuition Credit Deductions
Drake Tax – NY: IT-360.1 Change of City Resident Status
Drake Tax – NY: MCTMT in an Individual Return
Drake Tax – NY: Military Personnel
Drake Tax – NY: New York Voluntary Contributions
Drake Tax – NY: Question F on NY-201
Drake Tax – NY: Reject R1120 – Driver’s License/State ID Number Format and Document Number
Drake Tax – NY: Resubmission of Rejected Returns and Extensions
Drake Tax – NY: Set Up Your Registration Number or Exclusion Code
Drake Tax – NY: W2 Box 14 Coded NYSDI
Drake Tax – NY: Watermark on Forms
Drake Tax – NY: Westchester ZIP Code Produced Yonkers Return
Drake Tax – NYC Form 1127 Changes
Drake Tax – NYC-1127 Calculation Update (2025)
Drake Tax – NYC: Amending NYC-1127
Drake Tax – NYC: Form 1127 Withholding
Drake Tax – NYC: NYC3L Schedule E and Alternative Tax Not Working
Drake Tax -NY: CT-3 Filer Required to File CT-60

North Carolina

16

Drake Tax – Form Availability and Tax Changes: North Carolina
Drake Tax – NC – Nonconformity to Federal Tax Law Changes After January 1, 2023
Drake Tax – NC – Annual Report Fee
Drake Tax – NC – Bailey Settlement
Drake Tax – NC – Child Deduction
Drake Tax – NC – D-403 Voucher Not Produced
Drake Tax – NC – D-407 Voucher Not Produced
Drake Tax – NC – e-Filing Business Returns
Drake Tax – NC – EF Message 0063
Drake Tax – NC – Election to be a Taxed Pass-Through Entity (PTET)
Drake Tax – NC – Estimated Tax Vouchers
Drake Tax – NC – Foreign Tax Credit
Drake Tax – NC – Installment Agreement Request RO-1033
Drake Tax – NC – Minimum Franchise Tax
Drake Tax – NC – Taxpayer Estimate Confirmation Email
Drake Tax – NC: Authorizing the Preparer to Speak on Behalf of a Client

Ohio

28

Drake Tax – Form Availability and Tax Changes: Ohio
Drake Tax – OH – CCA Forms Not Showing in View/Print Mode
Drake Tax – OH – City Tax Rate Database
Drake Tax – OH – EF Message 0009 – Perjury Statement Acceptance
Drake Tax – OH – EF Message 0026
Drake Tax – OH – EF Message 0032
Drake Tax – OH – EF Message 0073
Drake Tax – OH – EF Message 0099
Drake Tax – OH – EF Messages 0098 and 0033
Drake Tax – OH – Entering K-1 Pass-through Income
Drake Tax – OH – Form 4708
Drake Tax – OH – Forms Not Printing; Only Numbers Printing
Drake Tax – OH – Generic City Data Entry and e-Filing
Drake Tax – OH – Income Apportionment for Nonresident Credit
Drake Tax – OH – IT-1140 or IT-4708
Drake Tax – OH – RITA – EF Message 0343
Drake Tax – OH School District EF Messages 0028 and 0037
Drake Tax – OH: EF Message 0072
Drake Tax – OH: Not All Income Flows to Individual Generic City Tax Return
Drake Tax – OH: Opt Out of Electronic Filing
Drake Tax – OH: Refund of RITA Excess Withholding not Automatic
Drake Tax – OH: Refund or Balance Due of $10 or Less
Drake Tax – OH: Retirement Income Credit
Drake Tax – OH: Rita – Frequently Asked Questions
Drake Tax – OH: RITA and CCA Estimated Tax Vouchers
Drake Tax – OH: School District Direct Deposit and Direct Debit
Drake Tax – OH: School Districts and Tax Rates
OH – Report for e-Filed and Itemized OH Returns

Oklahoma

7

Drake Tax – Form Availability and Tax Changes: Oklahoma
Drake Tax – OK – Form 538-S
Drake Tax – OK – EF Message 0017
Drake Tax – OK – Form 511TX Credit for Taxes Paid to Another State
Drake Tax – OK – Manual Adjustment for Federal NOL
Drake Tax – OK – OK-511 Federal Return Copy
Drake Tax – OK – Printing and Mailing Address

Oregon

17

Drake Tax – Form Availability and Tax Changes: Oregon
Drake Tax – OR – Corporate Activity Tax (OR-CAT)
Drake Tax – OR – Disabled Dependent
Drake Tax – OR – Form OR-OC Composite Return
Drake Tax – OR – Form OR-VSI, Voluntary Self-Identification
Drake Tax – OR – Kicker Surplus Credit
Drake Tax – OR – Metro Supportive Housing Services Personal Income Tax Return
Drake Tax – OR – Multnomah County Preschool for All Personal Income Tax Return
Drake Tax – OR – Pass-Through Entity Tax Election and Credit (PTE-E)
Drake Tax – OR – Portland Arts Tax
Drake Tax – OR – Portland Residential Rental Registration
Drake Tax – OR – SP Multnomah Portland Combined Tax Return
Drake Tax – OR – State Registration Number
Drake Tax – OR – TAX_WK Federal Tax Subtraction Worksheet
Drake Tax – OR – Working Family Household and Dependent Care (WFHDC)
Drake Tax – Oregon Kids Credit
Drake Tax – Portland, Oregon – Extensions

Pennsylvania

43

Drake Tax – Form Availability and Tax Changes: Pennsylvania
Drake Tax – PA – 1120S/1065 – Apportioning or Allocating Income
Drake Tax – PA – Asset Sale on Schedule C, D, or F
Drake Tax – PA – BIRT or NPT Estimated Taxes Paid
Drake Tax – PA – Federal Schedule A to PA Schedule UE
Drake Tax – PA – Philadelphia PHL 40 and PA PH RPSE
Drake Tax – PA – Schedule C Expenses
Drake Tax – PA – Schedule F Expenses
Drake Tax – PA – Schedule M Capital Gains
Drake Tax – PA – Schedule UE
Drake Tax – PA-40 – Schedule G-L
Drake Tax – PA: 1120-S/1065 Schedule D Part II or IV Blank
Drake Tax – PA: 20S65 – Schedule E Expenses
Drake Tax – PA: 4562 Assets Flowing to Schedule C-2
Drake Tax – PA: Depreciation Pennsylvania Schedule C
Drake Tax – PA: EF Message 0027
Drake Tax – PA: EF Message 2019
Drake Tax – PA: Eliminating PA Locality Return
Drake Tax – PA: Individual Return Requirements for Schedule A and B
Drake Tax – PA: LOCAL Returns
Drake Tax – PA: Multiple K1 Screens Appearing for Same Partner or Shareholder
Drake Tax – PA: Municipality Tax Return – Out-Of-State Credit for School Tax
Drake Tax – PA: PA-40 Signature
Drake Tax – PA: PARK1 and PANRK1 Values Not Flowing from the PA-41
Drake Tax – PA: PAUE Part VI, Education Expenses
Drake Tax – PA: Philadelphia Form BIRT or NPT
Drake Tax – PA: Property Tax or Rent Rebate Claim
Drake Tax – PA: RCT 101
Drake Tax – PA: RCT Requires Preparer Information on Return
Drake Tax – PA: RCT101 Revenue ID
Drake Tax – PA: Reciprocal Compensation Agreement
Drake Tax – PA: Resident Credit for Tax Paid to Another State on Dividends and Interest
Drake Tax – PA: Schedule C Does Not Appear in View Mode
Drake Tax – PA: Special Tax Forgiveness Credit
Drake Tax – PA: Splitting Tax Between School District and Municipality
Drake Tax – PA: State Wages Not Flowing to the PA Individual Return
Drake Tax – PA: Supported Philadelphia Tax Products
Drake Tax – PA: Underpayment Penalty – Forms REV-1630 and REV-1630A
Drake Tax – PA: Vouchers
PA – 20S65 – K1P Rental Income on Schedule E
PA – Forms Grouped in View/Print Mode (“Missing Forms”)
PA – Linking Schedule UE to a Federal Data Entry Screen
PA – Schedule D Not Produced

Rhode Island

4

Drake Tax – Form Availability and Tax Changes: Rhode Island
Drake Tax – RI – Credit for Taxes Paid to Another State
Drake Tax – RI – Form TX-16, Claim for Refund of TDI
Drake Tax – RI: Generating Extensions

South Carolina

8

Drake Tax – Form Availability and Tax Changes: South Carolina
Drake Tax – SC – New Tax Bill Non-Conformity (2025)
Drake Tax – SC – Military Spouses Residency Relief Act
Drake Tax – SC – Subsistence Allowance for Police, Fire, and Emergency Personnel
Drake Tax – SC: Depreciation to Property Categories on Schedule N
Drake Tax – SC: EF Message 0004
Drake Tax – SC: Form PT-100
Drake Tax – SC: Taxes Paid to Another State

Tennessee

5

Drake Tax – Form Availability and Tax Changes: Tennessee
Drake Tax – TN – 172 Estimate Vouchers
Drake Tax – TN – EF Message 0401 or 0004
Drake Tax – TN – Franchise Tax Refund of Franchise Tax Paid on Property Measure (Schedule G)
Drake Tax – TN: FAE 170

Texas

12

Drake Tax – Form Availability and Tax Changes: Texas
Drake Tax – TX – Common EF Rejects
Drake Tax – TX – e-File Reject “3696”
Drake Tax – TX – Franchise Report e-File Name
Drake Tax – TX – Franchise Report EF Message 0036 Web File Number
Drake Tax – TX – Franchise Tax Report Requires Either the PIR or OIR
Drake Tax – TX – Generating Texas Franchise Reports
Drake Tax – TX: Business Return Extension
Drake Tax – TX: Form 05-163 No Tax Due Report
Drake Tax – TX: How Do I Get the Lower Tax Rate for Texas
Drake Tax – TX: Returns with Refunds
Drake Tax – TX: Which Dates to use for Fiscal Year Filing

Utah

7

Drake Tax – Form Availability and Tax Changes: Utah
Drake Tax – UT – EF Message 0028
Drake Tax – UT – EF Message 0150
Drake Tax – UT – Fiduciary Result Letter
Drake Tax – UT – my529 Credit
Drake Tax – UT – SALT Deduction Workaround (PTET)
Drake Tax – UT: Form TC-546 – Prepayment Voucher

Virginia

15

Drake Tax – Form Availability and Tax Changes: Virginia
Drake Tax – VA – 502PTET
Drake Tax – VA – Amended Returns
Drake Tax – VA – EF Message 0006
Drake Tax – VA – EF Message 0306
Drake Tax – VA – EF Message 0410
Drake Tax – VA – EF Message 1020
Drake Tax – VA – Form 502 Signature Not Displayed
Drake Tax – VA – Form 763-S
Drake Tax – VA: Automatic Copies to Designee of Taxpayer POA Authorized
Drake Tax – VA: EF Message 0111 Low Income Credit – MFS Return
Drake Tax – VA: EF Message 0307 Locality Codes
Drake Tax – VA: Vouchers
Drake Tax – Virginia Conformity to the 2025 New Tax Bill
Drake Tax -VA: Schedule OSC – EF Message 1330

Vermont

2

Drake Tax – Form Availability and Tax Changes: Vermont
Drake Tax – VT – Filing More than One HS-122

Washington

2

Drake Tax – Form Availability and Tax Changes: Washington
Drake Tax – WA – Working Families Tax Credit

Wisconsin

18

Drake Tax – Form Availability and Tax Changes: Wisconsin
Drake Tax – State Returns that cannot be e-filed with Federal Form 1120-H or 1120-C
Drake Tax – WI – Balance Due Payment Options
Drake Tax – WI – EF Message 0041
Drake Tax – WI – EF Message 0069
Drake Tax – WI – EF Message 1052
Drake Tax – WI – Homestead Credit
Drake Tax – WI – PASS Screen Required (EF Messages 0192, 0193, 0194, 0197, or 0198)
Drake Tax – WI – Schedule CC Not Available
Drake Tax – WI – Veterans and Surviving Spouse Credit
Drake Tax – WI – Web Extension Payment and Reject F1-002
Drake Tax – WI: e-Filing Schedule H Without Taxable Income
Drake Tax – WI: EF Message 1063
Drake Tax – WI: Line 11 of Form 1 and the Married Couple Credit
Drake Tax – WI: Medical Expenses Not Carrying to WI Schedule 1
Drake Tax – WI: No Sales Tax Due
Drake Tax – WI: School Districts and Municipality Codes
Drake Tax – WI: Tuition Expenses

EF Messages

70

Drake Tax – EF Messages 5330, 5350, 0672, 5084, 5090, 5091, and 5092
Drake Tax – 1040 – EF Message 0113
Drake Tax – 1040 – EF Message 0500 – Missing ID Information
Drake Tax – 1040 – EF Message 1046
Drake Tax – 1040 – EF Message 5107
Drake Tax – 1040 – EF Message 5229
Drake Tax – 1040 – EF Message 5406
Drake Tax – 1040 – EF Message 5722 EIC Due Diligence – Income
Drake Tax – 1040 – EF Message 5790 – Expired ID
Drake Tax – 1040 – EF Message 5840
Drake Tax – 1040: 1099-R EF Message 5306
Drake Tax – 1040: EF Message 0043
Drake Tax – 1040: EF Message 0131
Drake Tax – 1040: EF Message 0192
Drake Tax – 1040: EF Message 0205
Drake Tax – 1040: EF Message 0208
Drake Tax – 1040: EF Message 0691
Drake Tax – 1040: EF Message 5004
Drake Tax – 1040: EF Message 5030 – First-Time Homebuyer Credit
Drake Tax – 1040: EF Message 5073
Drake Tax – 1040: EF Message 5090
Drake Tax – 1040: EF Message 5200
Drake Tax – 1040: EF Message 5205 – Household Employee Wages
Drake Tax – 1040: EF Message 5227 or 5440 – No Wages on Return
Drake Tax – 1040: EF Message 5286
Drake Tax – 1040: EF Message 5307
Drake Tax – 1040: EF Message 5331
Drake Tax – 1040: EF Message 5380
Drake Tax – 1040: EF Message 5429
Drake Tax – 1040: EF Message 5461
Drake Tax – 1040: EF Message 5570
Drake Tax – 1040: EF Message 5604
Drake Tax – 1040: EF Message 5709
Drake Tax – 1040: EF Message 5758
Drake Tax – 1040: EF Message 6132
Drake Tax – 1040: EF Message 6249
Drake Tax – 1040: EF Message 6266 – Clergy Business Use of Home
Drake Tax – 1041 – EF Messages 0102, 0115, 0193, 0194
Drake Tax – 1041: EF Message 0162
Drake Tax – 1065 – EF Message 1353
Drake Tax – 1065: EF Message 0012
Drake Tax – 1120-S: EF Messages 0535 and 0702
Drake Tax – 1120: EF Message 0123
Drake Tax – 1120: EF Message 0136
Drake Tax – 4562: EF Message 5443
Drake Tax – 8615 – EF Message 5292
Drake Tax – 990-N: EF Message 5073
Drake Tax – 990: EF Message 0107 or 0535
Drake Tax – 990: EF Message 4923
Drake Tax – 990: EF Message 5102
Drake Tax – 990: EF Message 5206 PIN, Officer’s Name, and Title
Drake Tax – 990: EF Messages 5019, 5059, 5188 – Amounts Do Not Match
Drake Tax – 990: Return Note 036 and EF Message 5188
Drake Tax – Clearing EF Messages
Drake Tax – EF Message 0001
Drake Tax – EF Message 0460
Drake Tax – EF Message 2016
Drake Tax – EF Message 2173: Missing Form 5227, Schedule A Information
Drake Tax – EF Message 3044 – PDF Attachment Missing
Drake Tax – EF Message 3300
Drake Tax – EF Message 5244: Direct Deposit Information Incorrectly Duplicated
Drake Tax – EF Message 6219
Drake Tax – EF Message 9002
Drake Tax – Form 8858 Required – EF Message 4607
Drake Tax – Interest Income: EF Message 5378 and 5285
Drake Tax – ND – EF Message 0020
Drake Tax – ND – EF Message 0021
Drake Tax – ND – EF Message 0041, 0042, and 0043
Drake Tax – NYC: EF Message 0563
Drake Tax -1065: EF Message 1352

Help Menus

2

Drake Tax – Drake Software Help Menus
Drake Tax – Screen Help Buttons Not Visible

Drake Tax Planner

2

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

Drake Accounting (DAS)

4

Drake Accounting – Check and Stub Option (DAS19 and Prior)
Drake Accounting – Crystal Reports – Sequence Contains No Elements Error
Drake Accounting – Exporting Crystal Reports
Drake Accounting – MICR Bank Disabled on Check Print Screen (DAS20 and prior)

Installation and Setup

12

Drake Accounting – Blue Validator
Drake Accounting – DAS 2025 Setup
Drake Accounting – FAQs and System Requirements
Drake Accounting – Installation
Drake Accounting – Installing Updates
Drake Accounting – Multi-Factor Authentication (MFA)
Drake Accounting – Professional or Forms Edition
Drake Accounting – Reinstalling a New Version
Drake Accounting – Security – User IDs and Passwords
Drake Accounting – SSA Approval Letters
Drake Accounting – Trial Software & Activation
When to Uninstall/Reinstall Drake Accounting

Prior Year Updates

5

Drake Accounting – Client Already Exists – Updating from Prior Year
Drake Accounting – Update a Client From Prior Year
Drake Accounting – Updating Prior Year Client Chart of Accounts
Drake Accounting – Updating Prior Year Clients
Drake Accounting – Updating Prior Year On the Fly

Setup

18

Drake Accounting – Audit Log Viewer
Drake Accounting – Changing the Calendar Year
Drake Accounting – Date, Region, or Number Formats
Drake Accounting – Decreasing Storage & the Overwrite Forms Option
Drake Accounting – Deductions and Benefits Overview
Drake Accounting – Delete Logon File
Drake Accounting – Email Setup and Functionality
Drake Accounting – Firm – User Setup Options
Drake Accounting – Firm Information Setup
Drake Accounting – Letters
Drake Accounting – Paying Tax Deposits via EFTPS
Drake Accounting – Qualified Overtime Compensation – “No Tax on Overtime” (New Tax Bill)
Drake Accounting – Qualified Tips – “No Tax on Tips” (New Tax Bill)
Drake Accounting – Security: Client Specific Passwords
Drake Accounting – Set Up Rates and Withholdings
Drake Accounting – Setting up an Employee Cash Advance Repayment
Drake Accounting – Setup Panel
Drake Accounting – Using Drake Portals

Convert or Export

5

Drake Accounting – Converting from Dillner’s Software
Drake Accounting – Converting from EasyACCT
Drake Accounting – Converting from QuickBooks
Drake Accounting – Converting from Sage 50
Drake Accounting – Exporting to Drake Tax Software

Troubleshooting

7

Drake Accounting – Configure Bitdefender to Allow Drake Accounting Files
Drake Accounting – Configure Webroot to Allow Drake Accounting Files
Drake Accounting – Configuring an Antivirus
Drake Accounting – Error Encountered When Activating Software
Drake Accounting – Installing Updates – Unable to Write or Specified Path Unavailable Error
Drake Accounting – Low Resolution Monitors – Form Pages Missing
Drake Accounting – Specified Table Already Exists Error

Program Basics

11

Drake Accounting – Add/Edit a New Client
Drake Accounting – Client Selector
Drake Accounting – Client Transfer Utility
Drake Accounting – Date Selector or Entry
Drake Accounting – Delete Client File
Drake Accounting – Navigation and Hot Keys
Drake Accounting – Null Checkboxes
Drake Accounting – Print List Hotkey
Drake Accounting – Save or Save and Apply All Button Grayed Out
Drake Accounting – Tip of the Day
Drake Accounting – Validation Fields

Backups

5

Drake Accounting – Back Up Client Files
Drake Accounting – Backup or Restore Issue OneDrive
Drake Accounting – Backup Types
Drake Accounting – Default Backup and Data Paths
Drake Accounting – Restore a Backed Up Client File

Bookkeeping

25

Drake Accounting – “User Entered” Value on General Ledger Report
Drake Accounting – Account Levels
Drake Accounting – Accounting Journal Screen Options
Drake Accounting – Adjusting Entries After Year End Close
Drake Accounting – Automatically Post Payroll Transactions to Journal
Drake Accounting – Budget Setup
Drake Accounting – Cash or Accrual Bookkeeping
Drake Accounting – Chart of Accounts Setup
Drake Accounting – Default GL Account Numbers
Drake Accounting – Default Hours
Drake Accounting – Display Account Name in Journal
Drake Accounting – Entering Starting Balances in the General Ledger
Drake Accounting – Fiscal Year Bookkeeping
Drake Accounting – General Ledger Account Setup
Drake Accounting – Journal Transactions Screen
Drake Accounting – Mouse-Free Journal Entries
Drake Accounting – Multiple Offsetting Entries in the Journal
Drake Accounting – Post Button Grayed Out
Drake Accounting – Post Transactions Process
Drake Accounting – Retained Earnings Account
Drake Accounting – Scheduled Transactions
Drake Accounting – Separate Net Income from Retained Earnings Account
Drake Accounting – Transactions – Posted and Unposted
Drake Accounting – Unable to Post Transactions Due to Red Validators
Drake Accounting – Year End Close

Financial

3

Drake Accounting – Bank Deposit
Drake Accounting – Payment Methods
Drake Accounting – Quickly Generate Payment Methods

Employees

32

Drake Accounting – 401(k) Matching
Drake Accounting – 401(k) Plan Setup
Drake Accounting – Additional Decimal Place on Pay Rate
Drake Accounting – Additional Payroll Options
Drake Accounting – ATF and Live Payroll Differences
Drake Accounting – ATF Payroll Differs From Clients
Drake Accounting – Changing Hours Worked in Live or ATF Payroll
Drake Accounting – Commission for a Salary Based Employee
Drake Accounting – Deleting an Employee
Drake Accounting – Direct and Indirect Tips
Drake Accounting – Employee Options
Drake Accounting – Employee Payroll Setup
Drake Accounting – Employee Status Affects the Payroll Screen Fields
Drake Accounting – Entering an Employee without an ID Number
Drake Accounting – Entering Health Insurance for 1120S 2% Shareholders
Drake Accounting – Entering Payroll Benefits
Drake Accounting – Entering Payroll Deductions
Drake Accounting – Entering Sick and Vacation Leave
Drake Accounting – Excluding Commission or Piece Work from Overtime Pay
Drake Accounting – Federal Tax Options
Drake Accounting – Healthcare Checkbox
Drake Accounting – Live and ATF Batch Payroll
Drake Accounting – Match Benefit and Deduction
Drake Accounting – Multi-Location Employee Payroll
Drake Accounting – NAICS/Class Code
Drake Accounting – Overtime for Hourly Employees
Drake Accounting – Payroll Gross-up
Drake Accounting – Set Up Multiple Pay Rates
Drake Accounting – Setting up Employees
Drake Accounting – Using DOL Rules to Calculate Payroll
Drake Accounting – Using NACHA in DAS
Drake Accounting – Wage Garnishment Setup

Checks

16

Drake Accounting – Adjusting Perforations on Preprinted Checks
Drake Accounting – Check & Stub Options
Drake Accounting – Check Designer
Drake Accounting – Check Memo Field
Drake Accounting – Check Stub – Effective Rate for Salaried Employees
Drake Accounting – Check Stub Override
Drake Accounting – Correcting Payroll Checks
Drake Accounting – Creating Checks in Prior Year Software
Drake Accounting – Employee Bonus Check Shows Negative Net Pay
Drake Accounting – Installing MICR Fonts
Drake Accounting – MICR Calibration
Drake Accounting – MICR Check Stock Guidelines
Drake Accounting – MICR vs. Pre-printed Checks
Drake Accounting – Non-negotiable Check Overprint Indicates Direct Deposit
Drake Accounting – Printing Live Employee Checks
Drake Accounting – Vacation Hours on the Pay Stub

Payables and Receivables

20

Drake Accounting – Accounts Receivable Setup
Drake Accounting – Customer Setup
Drake Accounting – Editing or Deleting a Receivables Invoice
Drake Accounting – Entering Payables Invoices
Drake Accounting – Entering Receivables Invoices
Drake Accounting – Interest on Late Receivables
Drake Accounting – Invoice Item Setup
Drake Accounting – Payables – Batch Payments
Drake Accounting – Payables Options
Drake Accounting – Quick Payments
Drake Accounting – Quick Payments Cannot be Deleted
Drake Accounting – Receivables – Bank Deposits
Drake Accounting – Receivables – Batch Payments
Drake Accounting – Receivables – Invoice Payments
Drake Accounting – Receivables – Payments & Charges FAQ
Drake Accounting – Receivables Options
Drake Accounting – Reprint Live Payables Checks
Drake Accounting – Sales Tax Setup
Drake Accounting – Transaction Types
Drake Accounting – Updating Payables and Receivables Invoices

Vendors

3

Drake Accounting – Printing Live Vendor Checks
Drake Accounting – Vendor GL Accounts Tab Disabled
Drake Accounting – Vendor Setup

Bank Reconciliation

8

Drake Accounting – Bank Reconciliation – Batch Type Change
Drake Accounting – Bank Reconciliation – Entering Transactions
Drake Accounting – Bank Reconciliation – Importing Transactions
Drake Accounting – Bank Reconciliation – Moving Book to Bank
Drake Accounting – Bank Reconciliation – Print Options
Drake Accounting – Bank Reconciliation – Reversing Entries
Drake Accounting – Correcting or Deleting Bank Reconciliation
Drake Accounting – Reconcile Checks Without Affecting the COA

e-Filing

12

Drake Accounting – 941 e-File Rejects F941-014-01 and F941-015-01
Drake Accounting – Acks/View Results screen
Drake Accounting – Form 940/940-PR Error and Reject codes
Drake Accounting – Form 943/943-PR Error and Reject Codes
Drake Accounting – Form 944 Error and Reject Codes
Drake Accounting – Form 945 Error and Reject Codes
Drake Accounting – Manage e-Files
Drake Accounting – Prerequisites for e-File Functions
Drake Accounting – Quarterly 94x Error and Reject Codes
Drake Accounting – State W-2 Upload Rejected – Missing File Name Extension
Drake Accounting – Transmitting Federal Forms W-2/W-3
Drake Accounting – W-2 e-File Error – Employment Code

Kotapay

5

Drake Accounting – Collecting Payments via Direct Deposit from Clients
Drake Accounting – Direct Deposit
Drake Accounting – Kotapay Holiday Processing Schedule for Direct Deposit
Drake Accounting – Testing Direct Deposit
Drake Accounting – Vendor Direct Deposit – Business Account

Forms

13

Drake Accounting – 1095 Forms Not Available
Drake Accounting – Adjusting Printing Alignment on Forms
Drake Accounting – Changing Pages in Federal and State Forms
Drake Accounting – Correcting e-Filed Forms 1099 and W-2/W-3
Drake Accounting – Creating Forms On the Fly (Forms 1099, 1098, W-2, W-3, 94x)
Drake Accounting – Extension of Time to File Information Returns
Drake Accounting – Federal and State Blank Forms
Drake Accounting – On The Fly
Drake Accounting – Subsequent 1096 or W-2/W-3 e-Filing for Additional Required Forms
Drake Accounting – TIN Masking Options for Forms W2/1099/1098
Drake Accounting – Transmitter Control Code
Drake Accounting – W-2 and 1099/1098 Form Availability
Drake Accounting – W-2/W-3 & 1099/1096 Form Requirements and Supplies

1098 and 1099

8

Drake Accounting – 1099 – Combined Federal/State Program Setup
Drake Accounting – 1099 Payments – 1099-MISC or 1099-NEC
Drake Accounting – 1099-MISC and 1096 for Specific Vendors
Drake Accounting – 1099-MISC, 1099-NEC – Generate, Process, and e-File
Drake Accounting – 1099-NEC State e-File
Drake Accounting – Creating a Second 1098/1099 for the Same SSN/EIN
Drake Accounting – Forms 1099 – Due Dates and Deadlines
Drake Accounting – Forms 1099 and 1098: Frequently Asked Questions

Form W-2 and W-3

15

Drake Accounting – Adjusting W-2 State or Locality Entries
Drake Accounting – Clergy Employees – Housing Allowance on Check and Form W-2
Drake Accounting – Correcting W-2 Box 12 Not Populating
Drake Accounting – Form W-2 – Due Dates and Deadlines
Drake Accounting – Household Employers Required to Have EIN
Drake Accounting – Reporting Employer-Sponsored Health Coverage on Form W-2
Drake Accounting – State W-2 – Creation and Upload
Drake Accounting – W-2 – Box 18 Local Wages
Drake Accounting – W-2 & W-3 – Generate and e-File
Drake Accounting – W-2 Box 12 Codes
Drake Accounting – W-2 Withholding Codes
Drake Accounting – W-2/W-2c FAQ
Drake Accounting – W-3 Box 15 “X”
Drake Accounting – W-3 Contact Person
Drake Accounting – Withholding Code Setup

Forms 94x

29

Drake Accounting – Zero Balance 940
Drake Accounting – 940 – Credit Reduction Calculation
Drake Accounting – 940 – Line 11 Credit Reduction Rates
Drake Accounting – 940 Schedule A Rejection
Drake Accounting – 941 – Credit for Qualified Sick and Family Leave Wages and the Employee Retention Credit
Drake Accounting – 941 – Mailing Address for Quarterly Reports
Drake Accounting – 941 – More Employees than Shown on Line 1
Drake Accounting – 941 – Tax Liability in Part 2
Drake Accounting – 941 Line 2 and Gross Wages Do Not Match
Drake Accounting – 941 Tax Deposit Cash Account
Drake Accounting – 941-X – Amended Quarterly Return
Drake Accounting – 94x – Business Taxpayer PIN
Drake Accounting – 94x – e-File Selection Watermark
Drake Accounting – 94x – Generate and e-File
Drake Accounting – 94x – Overview of Forms
Drake Accounting – 94x – Paid Preparer Setup
Drake Accounting – 94x – Payroll Tax Liability Payments
Drake Accounting – 94x – Tax Deposits
Drake Accounting – 94x – Types of 94x Series e-Filers
Drake Accounting – 94x – Viewing Acks
Drake Accounting – 94x – Years Available for e-File
Drake Accounting – 94x FAQ
Drake Accounting – 94x PIN Applications – Reporting Agent PIN
Drake Accounting – 94x Signature Section
Drake Accounting – ERO e-Filing 94x – Completing Form 8879-EMP
Drake Accounting – Form 941: Data Saving Feature
Drake Accounting – Forms 94x – Due Dates and Deadlines
Drake Accounting – Voucher for 94x Series Returns
Drake Accounting 2024 – 941-X: Negative Amounts in Columns 1 and 2 Workaround

Reports

29

Drake Accounting – 94x – Online EF Report
Drake Accounting – Balance Sheet Reports
Drake Accounting – Budget Reports
Drake Accounting – Cash Flow Report
Drake Accounting – Cash Flow Statement not Producing
Drake Accounting – Chart of Accounts Reports
Drake Accounting – Employees Reports
Drake Accounting – Expense Report
Drake Accounting – Firm Reports
Drake Accounting – General Ledger Report
Drake Accounting – Interim Reports
Drake Accounting – List of Available Reports
Drake Accounting – Multi-Column Profit and Loss Report
Drake Accounting – Owner’s Capital Report
Drake Accounting – P&L By Date Report – Display Detailed Income and Expenses
Drake Accounting – Payables Reports
Drake Accounting – Payroll Journal and Payroll Report Show Different Results
Drake Accounting – Profit and Loss Reports
Drake Accounting – Receivables Reports
Drake Accounting – Report Print Preview Options
Drake Accounting – Report Sets
Drake Accounting – Reports Options
Drake Accounting – Reports Viewer Options- Accounting (DAS22 forward)
Drake Accounting – Revenue Reports
Drake Accounting – Review Reports
Drake Accounting – Saving Reports in Drake Documents
Drake Accounting – State Disability Insurance Totals Report
Drake Accounting – Transaction Listing Reports
Drake Accounting – Year to Date Reports

Tools

5

Drake Accounting – Client Health View
Drake Accounting – Export a Spreadsheet
Drake Accounting – Import a Spreadsheet
Drake Accounting – Mailing Labels
Drake Accounting – Printing W-2 Employee Copies on the Same Page

Signatures

4

Drake Accounting – Applying Electronic Signatures
Drake Accounting – Correcting signatures when reprinting checks
Drake Accounting – Electronic Signature Setup
Drake Accounting – Image File for E-Signature

States

10

Drake Accounting – Override State Rates and Withholding for a Specific Client
Drake Accounting – SDR Set Up
Drake Accounting – Setting up SDI and SDRs
Drake Accounting – State Disability Insurance
Drake Accounting – State Tax and Wage Forms
Drake Accounting – State Tax and Withholding
Drake Accounting – State Unemployment Tax Act (SUTA)
Drake Accounting – State Wage Files
Drake Accounting – State Wage Forms Zeroed Out
Drake Accounting – Troubleshooting State Wage Report

Alaska

1

Drake Accounting – AK – Creating and e-Filing the TQ01C

Alabama

2

Drake Accounting – AL – Creating and Filing the UC-CR-4/4A
Drake Accounting – AL: Employer’s Return of Income Tax Withheld Forms

Arkansas

1

Drake Accounting – AR – Filing Form 209-B/209-C

Arizona

2

Drake Accounting – AZ – Filing the UC-018
Drake Accounting – AZ – No State Withholding on Payroll Check

California

3

Drake Accounting – CA – Employment Training Tax
Drake Accounting – CA – Preparing DE-9 for e-Filing
Drake Accounting – CA SDI Deduction

Colorado

3

Drake Accounting – CO – DR 1094, Colorado W-2 Wage Withholding Tax Return
Drake Accounting – CO – Filing Quarterly Wage and Premium Reports
Drake Accounting – CO – Paid Family Leave Program

Connecticut

2

Drake Accounting – CT – CTPL Deduction
Drake Accounting – CT – Employer Contribution Return UC-2

DC

1

Drake Accounting – DC – Employer’s Quarterly Contribution Report

Delaware

1

Drake Accounting – DE – Filing Quarterly Assessment Reports

Florida

1

Drake Accounting – FL – Employer’s Quarterly Report Florida RT-6

Georgia

3

Drake Accounting – GA – DOL-4N – Quarterly Tax and Wage Report
Drake Accounting – GA – Form G-1003
Drake Accounting – GA – Preparing Georgia G-7 Payment Vouchers

Iowa

1

Drake Accounting – IA – Employer Contribution and Payroll Report

Idaho

1

Drake Accounting – ID – Quarterly Unemployment Tax Reporting

Illinois

4

Drake Accounting – IL – 941
Drake Accounting – IL – Monthly Report
Drake Accounting – IL – UI-3/40 Quarterly Report
Drake Accounting – IL – W2 Creation and Upload

Indiana

1

Drake Accounting – IN – Preparing the Unemployment Insurance Quarterly Tax Report for e-File

Kansas

1

Drake Accounting – KS – Filing the Quarterly Wage Report

Kentucky

1

Drake Accounting – KY – Reporting Unemployment Insurance Wages

Louisiana

1

Drake Accounting – LA – Wage Report Must be e-Filed

Massachusetts

2

Drake Accounting – MA – Contributions to the Department of Unemployment Assistance
Drake Accounting – MA – Paid Family and Medical Leave (PFML)

Maine

2

Drake Accounting – ME – Filing Form UC-1
Drake Accounting – ME – Quarterly Reporting of Income Tax Withholding

Michigan

1

Drake Accounting – MI – Employer’s Quarterly Wage/Tax Report

Maryland

3

Drake Accounting – MD – Unemployment Insurance Wage Reporting
Drake Accounting – MD – W2 and Form MW508 Creation and Upload
Drake Accounting – MD FLI Setup

Minnesota

1

Drake Accounting – MN – Filing Employer’s Unemployment Quarterly Tax Report

North Carolina

3

Drake Accounting – Form NC-3 Information
Drake Accounting – NC – e-Filing the NCUI 101
Drake Accounting – NC – Server-to-Server e-Filing

New York

4

Drake Accounting – NY – Filing the NYS-45
Drake Accounting – NY – Paid Family Leave
Drake Accounting – NY Wage Theft Prevention Act – Check Stub Options
Drake Accounting – NYS-45 – Withholding Calculation & SDI

New Jersey

2

Drake Accounting – NJ – FLI – Family Leave Insurance
Drake Accounting – NJ – Withholding Setup

New Mexico

1

Drake Accounting – NM – Uploading Files to DWS

Oregon

2

Drake Accounting – OR – Statewide Transit Tax
Drake Accounting – OR – Workers’ Benefit Fund

Pennsylvania

1

Drake Accounting – PA UC-2 and UC-2A Calculation

Rhode Island

1

Drake Accounting – RI – Preparing and Filing the TX-17 Report

Texas

1

Drake Accounting – TX – State Wage Report Requires e-Filing

Utah

1

Drake Accounting – UT – 33H and 33HA Wage Report

Virginia

2

Drake Accounting – Creating an e-File for the Virginia Employment Commission Website
Drake Accounting – VA – Web Upload Process for e-Filing

Drake Audit Defense

1

Drake Audit Defense – Overview

Drake Portals

39

Drake Portals – Adobe Reader Opening Upon Upload
Drake Portals – Batch Downloads
Drake Portals – Business Returns Not Being Uploaded for Signing
Drake Portals – Client Profile (1040) and Checklist
Drake Portals – Client Setup
Drake Portals – Drake Tax Integration – Connect Functionality
Drake Portals – Drake Tax Integration – Guest Exchange
Drake Portals – Drake Tax Integration – Send or Receive Files
Drake Portals – Employee and Client Settings
Drake Portals – EU General Data Protection Regulation Law – Drake Portals and Drake Websites
Drake Portals – Firm or Preparer Multi-Factor Authentication (MFA)
Drake Portals – Folder Options
Drake Portals – Free Trial Facts
Drake Portals – Guest Exchange – Client Upload
Drake Portals – K1 Delivery to Shareholders, Partners, or Beneficiaries
Drake Portals – Making, Storing, Restoring, and Deleting Backups
Drake Portals – Messenger
Drake Portals – Multi-Site Ordering
Drake Portals – Multi-Site Switching
Drake Portals – Notifications
Drake Portals – Opción para Solicitar Archivos
Drake Portals – Organizers – Distribute with Drake Portals
Drake Portals – Overview and Pricing
Drake Portals – Payments
Drake Portals – Questionnaires – Fillable Web Forms
Drake Portals – Quick Start Guide
Drake Portals – Request File Approval (Preparer View)
Drake Portals – Request Files Feature
Drake Portals – Service Agreement
Drake Portals – Settings and FAQs
Drake Portals – Sub Account Reports
Drake Portals – Upload and Download Client Files
Drake Portals – Uploading Documents for Client Pickup
Drake Portals – View as Client
Drake Portals – Website – Connect Functionality
Drake Portals – Website – Customizing Emails
Drake Portals – Website – Guest Exchange
Drake Portals – Website – Reports
Drake Portals and Blank Organizers

Drake E-Sign Online

7

Drake E-Sign Online – Post Signature Steps – Downloads, Notifications, and Reports
Drake E-Sign Online – Signature Troubleshooting
Drake Portals – Add Signature Fields to Any Document
Drake Portals – Drake E-Sign Online
Drake Portals – Drake E-Sign Online – E-Signature Event Types
Drake Portals – E-Sign Online with Test Return
Drake Portals – Guest Exchange – Signature Exchanges

For Taxpayers

6

Drake Portals – Taxpayer Portal
Drake Portals – Drake E-Sign Online (Taxpayer View)
Drake Portals – File Approval Requests (Taxpayer View)
Drake Portals – Multi-Factor Authentication (MFA) (Taxpayer View)
Drake Portals – Organizers (Taxpayer View)
Drake Portals – SecureFilePro Mobile App for Taxpayers

Drake Pay

18

Drake Pay – Accepting Payments
Drake Pay – ACH Payments
Drake Pay – Drake Refund Pay
Drake Pay – Integration in Drake Accounting
Drake Pay – Integration in Drake Portals
Drake Pay – Integration in Drake Tax
Drake Pay – Ordering a POS Device
Drake Pay – Overview and Frequently Asked Questions
Drake Pay – Payment Requests
Drake Pay – Payment Requests – Taxpayer View
Drake Pay – PCI Compliance
Drake Pay – Phishing vs. Legitimate Emails
Drake Pay – Setting Up a POS Device
Drake Pay and Drake Refund Pay – Application Process
Drake Pay and Drake Refund Pay – Check Payment Request Status
Drake Pay Manager
Drake Refund Pay – Overview and FAQs
Drake Refund Pay – Taxpayer Eligibility Guidelines

Drake Hub

11

Drake Hub – Apps
Drake Hub – Change Email Address
Drake Hub – Clients
Drake Hub – Home
Drake Hub – Multi-Factor Authentication (MFA) Settings
Drake Hub – New Staff Steps
Drake Hub – Password and Security Questions
Drake Hub – Settings – Notifications and Workflow
Drake Hub – Staff
Drake Hub Overview
Drake Tax – Hub Data Sync (Beta)

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

5

Drake Tax Online – Trial
Drake Tax Online – Overview
Drake Tax Online – Purchasing
Drake Tax Online – Returns, Charges, and Tax Years
Drake Tax Online – Understanding Your License

Setup

8

Drake Tax Online – Conversions
Drake Tax Online – Quick Start Guide
Drake Tax Online – Setting Up Users and Preparers
Drake Tax Online – Setup Options
Drake Tax Online – Third-Party Designee Setup
Drake Tax Online – Updating Returns from a Prior Year
Drake Tax Online – ERO PIN Signature
Drake Tax Online – Logging in and Using the Dashboard

Return Preparation

15

Drake Tax Online – Creating a Return
Drake Tax Online – Data Entry Basics
Drake Tax Online – Deleting a Return
Drake Tax Online – Drake Tax Desktop Integration
Drake Tax Online – Protection Plus
Drake Tax Online – 1065 – Schedule B and Schedule B-1
Drake Tax Online – 1065: K-1 Line 14 Self-Employment
Drake Tax Online – Drake SmartExtract (Beta)
Drake Tax Online – General Data Protection Regulation (GDPR) Law
Drake Tax Online – Printing Estimate Vouchers and Entering Estimates Paid
Drake Tax Online – Schedule SE – Self Employment FAQs
Drake Tax Online – SmartReview TM (Beta)
Drake Tax Online – Split Analysis Report
Drake Tax Online – Tax Planner
Drake Tax Online – Viewing or Downloading a Return

Extensions

6

Drake Tax Online – 1040: Individual Extension Form 4868
Drake Tax Online – 1041: Extension Form 7004
Drake Tax Online – 1065: Extension Form 7004
Drake Tax Online – 1120-S: Extension Form 7004
Drake Tax Online – 1120: Extension Form 7004
Drake Tax Online – 990: Extension Form 8868

e-Filing, Acks, Rejects

7

Drake Tax Online – e-File Status and Acknowledgments
Drake Tax Online – e-Filing
Drake Tax Online – Online Reports – IRS Acceptance Alert
Drake Tax Online – Common EF Messages
Drake Tax Online – Form 9325
Drake Tax Online – Return Due Dates and Deadlines
Drake Tax Online – Top Federal Rejects

Integrations (Drake Portals, Drake Pay)

4

Drake Tax Online – Drake Pay Integration
Drake Tax Online – Drake Portals Integration – Document Upload
Drake Tax Online – Drake Portals Integration – Drake E-Sign Online
Drake Tax Online – Drake Portals Integration – Setup

States

6

Drake Tax Online – SC – New Tax Bill Non-Conformity (2025)
Drake Tax Online – 1040: State Returns – Full-Year, Part-Year (Multi-State), or Non-Resident Selections
Drake Tax Online – CA – SDI, CASDI Disability Withholding
Drake Tax Online – ID – New Tax Bill Conformity (2025)
Drake Tax Online – NC – Nonconformity to Federal Tax Law Changes After January 1, 2023
Drake Tax Online – UT: SALT Deduction Workaround (PTET)

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

Videos

2

Drake Pay – Processing Payments (Video)
Drake Pay (Video)

Videos

8

Drake Portals – Client Setup (Video)
Drake Portals – Drake Portal Overview (Video)
Drake Portals – Employee Setup (Video)
Drake Portals – Guest Exchange (Video)
Drake Portals – Portals Reports (Video)
Drake Portals – Portals Settings (Video)
Drake Portals – Requesting File Approval (Video)
Drake Portals – Taxpayer Portal Basics (Video)

Videos

10

Drake Hub – Managing Clients (Video)
Drake Hub – Managing Staff (Video)
Drake Hub – Navigating the Home Page (Video)
Drake Hub Overview (Video)
Drake Workflow – 2. Understanding Your Workflow (Video)
Drake Workflow – 3. Managing Return Cards in Board View (Video)
Drake Workflow – 4. Managing Returns in List View (Video)
Drake Workflow – 5. Views, Search, and Filters (Video)
Drake Workflow – 6. Client Details and History (Video)
Drake Workflow Overview (Video)

Videos

31

Drake Accounting – Backing Up Clients (Video)
Drake Accounting – Bank Reconciliation (Video)
Drake Accounting – Batch Payroll (Video)
Drake Accounting – Bookkeeping (Video)
Drake Accounting – Chart of Accounts (Video)
Drake Accounting – Client Setup (Video)
Drake Accounting – Deductions and Benefits (Video)
Drake Accounting – Direct Deposit Overview (Video)
Drake Accounting – e-Filing 1099s (Video)
Drake Accounting – e-Filing 94x Returns (Video)
Drake Accounting – e-Filing W2s (Video)
Drake Accounting – Employee Options (Video)
Drake Accounting – Employee Setup (Video)
Drake Accounting – End of Year Process (Video)
Drake Accounting – Financial Setup (Video)
Drake Accounting – Live and ATF Payroll (Video)
Drake Accounting – Multi-Location Payroll Setup (Video)
Drake Accounting – Navigating Through Drake Accounting (Video)
Drake Accounting – On-The-Fly Forms (Video)
Drake Accounting – Printing Payroll Checks (Video)
Drake Accounting – Processing EFTPS Tax Deposits (Video)
Drake Accounting – Report Sets (Video)
Drake Accounting – Restoring Client Files (Video)
Drake Accounting – Setting up 94x e-Filing (Video)
Drake Accounting – Setting Up Withholdings (Video)
Drake Accounting – Tools (Video)
Drake Accounting – Updating Prior Year Clients (Video)
Drake Accounting – User Setup (Video)
Drake Accounting – Vendor Invoices and Payments (Video)
Drake Accounting – Vendor Quick Payments (Video)
Drake Accounting – Vendor Setup (Video)

Videos

16

Drake Tax Online – 01. Overview (Video)
Drake Tax Online – 02. Set Up Admin (Video)
Drake Tax Online – 03. Set Up Tax Year (Video)
Drake Tax Online – 05. Return Processing (Video)
Drake Tax Online – 06. Desktop Integration (Video)
Drake Tax Online – 07. General Tools (Video)
Drake Tax Online – 08. Reports (Video)
Drake Tax Online – 09. Banking (Video)
Drake Tax Online – 10. Tax Planner (Video)
Drake Tax Online – 11. Return Charges (Video)
Drake Tax Online – 12. SmartExtract™ (Beta) (Video)
Drake Tax Online – 13. SmartReview™ (Beta) (Video)
Drake Tax Online – 16. Split Analysis Report (Video)
Drake Tax Online – Drake Pay Integration (Video)
Drake Tax Online – Drake Portals Integration (Video)
Drake Tax Online – Practice Essentials Overview (NEW) (Video)

Videos

109

Drake Tax – 4562 Import (Video)
Drake Tax – 8915 F 2020 Coronavirus Distributions for 2021 Tax Returns (Video)
Drake Tax – 8949 Import Options (Video)
Drake Tax – 8949 Import Tool (Video)
Drake Tax – Administrative Options Setup (Video)
Drake Tax – Advanced Child Tax Credit (Video)
Drake Tax – Affordable Health Care Act (Video)
Drake Tax – Amended Return (Video)
Drake Tax – April Return Deadlines and Extensions (Video)
Drake Tax – Archiving a Return (Video)
Drake Tax – Auto Invoice Numbering (Video)
Drake Tax – Auto Updates (2018 -Current) (Video)
Drake Tax – Auto-balance Schedule L (Video)
Drake Tax – Backup & Restore (Video)
Drake Tax – Business Code Search (Video)
Drake Tax – Business Name Continuation (Video)
Drake Tax – Calculating QBI for K-1 Income (Video)
Drake Tax – Calculating QBI for Schedule C income (Video)
Drake Tax – Calculating QBI for Schedule E Income (Video)
Drake Tax – Car & Truck Expenses (Video)
Drake Tax – Charitable Contributions Carryovers (Video)
Drake Tax – Child and Dependent Care (Video)
Drake Tax – Client Status Manager (CSM) Statuses and Colors (Video)
Drake Tax – Common Reject Codes – Dependents (Video)
Drake Tax – Common Reject Codes – Identification (Video)
Drake Tax – Common Reject Codes – SSN Mismatch (Video)
Drake Tax – Common Rejects (Video)
Drake Tax – Communications Editor (Video)
Drake Tax – Computing Taxable State Refund with AMT (Video)
Drake Tax – Custom Web Search (Video)
Drake Tax – Customized Paragraph (Video)
Drake Tax – Data Entry Navigation (Video)
Drake Tax – Data Entry Toolbar (Video)
Drake Tax – Data Locations (Video)
Drake Tax – Digital Rubber Stamp (Video)
Drake Tax – Direct Deposit (Video)
Drake Tax – Disaster Relief for 2020 (Video)
Drake Tax – DoubleCheck (Video)
Drake Tax – Drake Documents – Cabinets (Video)
Drake Tax – Drake Online Account (Video)
Drake Tax – Drake Online Account for Multi Office (Video)
Drake Tax – Drake Scheduler (Video)
Drake Tax – Drake Software Installation (Video)
Drake Tax – Due Diligence Overview (Video)
Drake Tax – e-File from View Mode (Video)
Drake Tax – e-File Password Setup (Video)
Drake Tax – e-File Status Reports (Video)
Drake Tax – e-Filing Returns (Video)
Drake Tax – e-Filing State Returns After IRS Acceptance (Video)
Drake Tax – E-Sign (Video)
Drake Tax – EF Database (Video)
Drake Tax – EIC Troubleshooting (Video)
Drake Tax – Electronic Funds Withdrawal (Video)
Drake Tax – Email Setup (Video)
Drake Tax – Engagement Letter eSign (Video)
Drake Tax – Entering Multi-State W-2 (Video)
Drake Tax – ERO Set Up Screen (Video)
Drake Tax – FAFSA Worksheet (Video)
Drake Tax – Firm Setup (Video)
Drake Tax – Foreign Tax Credit, Form 1116 (Video)
Drake Tax – Form 1040-SR (Video)
Drake Tax – Form 1099K (Video)
Drake Tax – Form 2106 – Employee Business Expenses (Video)
Drake Tax – Form 3903 – Moving Expenses (Video)
Drake Tax – Form 5405 – Sale of Primary Residence (Video)
Drake Tax – Generating Estimated Payment Vouchers (Video)
Drake Tax – Generating Organizers (Video)
Drake Tax – Group Sale (Video)
Drake Tax – Identification Screen (IDS Screen) (Video)
Drake Tax – Installing state programs (Video)
Drake Tax – Installment Sale (Video)
Drake Tax – K1 Export (Video)
Drake Tax – Kiddie Tax Export (Video)
Drake Tax – Late Filed Returns (LATE Screen) (Video)
Drake Tax – LinkBacks (Video)
Drake Tax – LookBack (Video)
Drake Tax – Macros (Video)
Drake Tax – March Due Date and Extensions (Video)
Drake Tax – Masking ID Numbers (Video)
Drake Tax – MFA in Drake Tax (Video)
Drake Tax – Partners Special Allocations (1065) (Video)
Drake Tax – PDF Attachment (Video)
Drake Tax – PINs (Video)
Drake Tax – Practice Essentials Overview (NEW) (Video)
Drake Tax – Preparer Setup (Video)
Drake Tax – Pricing Setup (Video)
Drake Tax – Printing Mailing Labels (Video)
Drake Tax – Printing to Drake Documents (Video)
Drake Tax – Quick Start Tutorial (Video)
Drake Tax – Recovery Rebate Credit (Economic Impact Payment) 2020 (Video)
Drake Tax – Recovery Rebate Credit (Economic Impact Payment) 2021 (Video)
Drake Tax – Result Letters & Filing Instructions (Video)
Drake Tax – Roth Distributions and Rollover (Video)
Drake Tax – SALT Limitation (Video)
Drake Tax – Searching the Knowledge Base (Video)
Drake Tax – Self-Employed Health Insurance Deduction (Video)
Drake Tax – Setup Assistant (Video)
Drake Tax – Setup Options (Video)
Drake Tax – Single User vs. Multi-User Versions of Drake Tax (Video)
Drake Tax – Split a Return (Video)
Drake Tax – STEX screen (Video)
Drake Tax – Tax Planner (Video)
Drake Tax – Tax Research (Video)
Drake Tax – Temporary ITIN (Video)
Drake Tax – Trial Balance (Video)
Drake Tax – Update School Invitation (Video)
Drake Tax – Viewing K1s (Video)
Drake Tax – Virtual Currency (Video)
Drake Tax – What’s New in Drake Tax (Video)

Alaska

1

Drake Tax – Form Availability and Tax Changes: Alaska

Delaware

1

Drake Tax – Form Availability and Tax Changes: Delaware

Hawaii

1

Drake Tax – Form Availability and Tax Changes: Hawaii

Nevada

1

Drake Tax – Form Availability and Tax Changes: Nevada

North Dakota

1

Drake Tax – Form Availability and Tax Changes: North Dakota

West Virginia

1

Drake Tax – Form Availability and Tax Changes: West Virginia

Home
Home
990-EZ

990-EZ

Drake Tax – 990: Preparer Signature and SSN/EIN
Drake Tax – 990: Schedule B
Drake Tax – Amended 990, 1041, 1065, 1120, 1120-S Returns and e-Filing
Drake Tax – 990: Sale of Assets
Drake Tax – 990: EF Message 0107 or 0535
Drake Tax – 990: Explanation Attachment
Drake Tax – 8976 – Revenue Procedure 2016-41
Drake Tax – Balance Sheet and Auto-balance
Drake Tax – 990 – e-Filing Requirements

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