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Renewals and Purchases

21
  • Prospective Customers
    • Drake Tax – Trial Software
    • Information for Prospective Purchasers
  • Key Current- and Prior-Year Updates
    • 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
  • General
    • 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
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Getting Started

15
  • Due Dates and Extensions
    • Drake Tax – Preparing for the Business Deadline
    • Drake Tax – Preparing for the Individual Deadline
    • Drake Tax – Return Due Dates and Deadlines
  • General
    • 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
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Tutorials

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Broadcasts

2
  • Important: Changes to Audit Defense Coverage in Drake Tax
  • Recent Broadcasts
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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
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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
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Drake Tax

1751
  • Installation and Setup
    • EROs and Firms
      • 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
    • Preparers
      • 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
      • 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
    • Prior-Year Updates
      • 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
    • Networks
      • Drake Tax – NWClient Network Setup: Drake Icon not on Desktop
      • Local or Network Drive
      • Network Setup
      • Networking – Peer-to-Peer Data Locations
    • Email
      • 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
    • General
      • 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
  • Banking
    • Fee Information
      • Drake Tax – Bank Products: Add-On Fees
      • Drake Tax – Bank Products: Fee Information
    • Checks
      • 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
    • Troubleshooting
      • 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
      • Drake Tax – Republic: 10-Day Time Limit for Printing Checks
      • Drake Tax – Republic: RBIN
    • Other
      • 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
    • General
      • 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
  • Backup, Restore, and Archive
    • 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
  • Conversion Programs
    • Drake Tax – Conversion Program FAQs
  • Security
    • 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
  • e-File and Form Availability
    • Drake Tax – Form and EF Availability
  • IRS Info
    • 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
  • Return Preparation
    • Data Entry Basics
      • 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
    • Extensions
      • 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
    • Amendments
      • 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
    • Forms and Schedules
      • Federal
        • Form 1040
          • Estimates
            • 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
            • 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
            • 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
            • 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
          • General
            • 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
        • Form 1040-NR
          • 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
          • 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
          • 1040 – Net Operating Loss FAQs
          • Drake Tax – Forms 172 and 1045 for NOL: Application for Tentative Refund Facts
        • Form 1065
          • 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
          • 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
          • 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
          • 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
          • Drake Tax – 1116 – Schedule B Foreign Tax Carryover Reconciliation Schedule
          • Drake Tax – 1116: Frequently Asked Questions
        • Form 1120
          • 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
          • 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
          • 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
          • 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
          • 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
          • Drake Tax – Group Sale Installment Sale
          • Drake Tax – Installment Sale Definition
        • Form 706
          • 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
          • 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
          • Drake Tax – 1040: IRA Deduction Not Showing on Return
          • Drake Tax – 8606: Lines 4 or 8 are Blank
          • Drake Tax – Inherited IRA
        • Forms 8915
          • 1040 – Form 8915-F
          • Drake Tax – 1040 – Forms 8915-A, 8915-B, 8915-C, 8915-D, and 8915-E
        • Form 8936
          • 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
          • 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
          • Drake Tax – Form 8990
          • Drake Tax – Form 8990 – Section 163(j)(7) Election or Withdrawal
        • Form 990
          • 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
          • 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
          • 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
          • Drake Tax – 1040: Pension or Annuity Allowances Worksheet (W4P)
          • Drake Tax – Form W-4 Employee’s Withholding Allowance Certificate
        • Foreign Forms
          • 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
          • Drake Tax – 1040 – Hobby Expenses
          • Drake Tax – 1040 – Schedule 3, Other Payments Adjustment
          • Drake Tax – Keogh Contributions
        • Schedule A
          • 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
          • 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
          • 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
          • 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
          • 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
          • 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
          • 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
        • General
          • 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
      • States
        • Alabama
          • 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
          • 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
          • 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
          • 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
          • 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
          • 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
          • 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
          • 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
          • 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
          • 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
          • 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
          • 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
          • 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
          • 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
          • 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
          • 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
          • 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
          • 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
          • 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
          • 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
          • 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
          • 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
          • 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
          • 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
          • 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
          • Drake Tax – Form Availability and Tax Changes: New Hampshire
          • Drake Tax – NH: Business Tax Return Extension
          • Drake Tax – NH: Estimates
        • New Jersey
          • 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
          • 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
          • 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
          • 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
          • 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
          • 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
          • 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
          • 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
          • 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
          • 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
          • 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
          • 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
          • 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
          • 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
          • Drake Tax – Form Availability and Tax Changes: Vermont
          • Drake Tax – VT – Filing More than One HS-122
        • Washington
          • Drake Tax – Form Availability and Tax Changes: Washington
          • Drake Tax – WA – Working Families Tax Credit
        • Wisconsin
          • 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
        • Alaska
          • Drake Tax – Form Availability and Tax Changes: Alaska
        • Delaware
          • Drake Tax – Form Availability and Tax Changes: Delaware
        • Hawaii
          • Drake Tax – Form Availability and Tax Changes: Hawaii
        • Nevada
          • Drake Tax – Form Availability and Tax Changes: Nevada
        • North Dakota
          • Drake Tax – Form Availability and Tax Changes: North Dakota
        • West Virginia
          • Drake Tax – Form Availability and Tax Changes: West Virginia
        • General
          • 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
      • General
        • 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
    • Worksheets
      • 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
    • General
      • Drake Tax – PDF Attachments – Attachments for e-File
  • e-Sign
    • 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
    • EF Messages
      • 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
    • General
      • 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
    • 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
  • Reports
    • 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
  • Organizers
    • 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
    • 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
  • Printing
    • 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
  • Rejects
    • 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
    • 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
  • Troubleshooting
    • 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
  • Features
    • Help Menus
      • Drake Tax – Drake Software Help Menus
      • Drake Tax – Screen Help Buttons Not Visible
    • General
      • 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)
  • Videos
    • 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)
  • General
    • 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
betterdocs-category-icon

Drake Tax Planner

2
  • Drake Tax Planner Updates for New Tax Bill
  • The Drake Tax Planner
betterdocs-category-icon

Drake Accounting (DAS)

392
  • Installation and Setup
    • Prior Year Updates
      • 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
      • 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
      • 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
      • 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
    • General
      • 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
  • Program Basics
    • 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
    • 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
    • Financial
      • Drake Accounting – Bank Deposit
      • Drake Accounting – Payment Methods
      • Drake Accounting – Quickly Generate Payment Methods
    • Employees
      • Checks
        • 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
      • General
        • 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
    • Payables and Receivables
      • 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
      • Drake Accounting – Printing Live Vendor Checks
      • Drake Accounting – Vendor GL Accounts Tab Disabled
      • Drake Accounting – Vendor Setup
    • General
      • 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
  • Bank Reconciliation
    • 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
    • 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
    • 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
    • 1098 and 1099
      • 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
      • 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
      • 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
    • General
      • 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
  • Reports
    • 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
    • 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
    • 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
    • Alaska
      • Drake Accounting – AK – Creating and e-Filing the TQ01C
    • Alabama
      • Drake Accounting – AL – Creating and Filing the UC-CR-4/4A
      • Drake Accounting – AL: Employer’s Return of Income Tax Withheld Forms
    • Arkansas
      • Drake Accounting – AR – Filing Form 209-B/209-C
    • Arizona
      • Drake Accounting – AZ – Filing the UC-018
      • Drake Accounting – AZ – No State Withholding on Payroll Check
    • California
      • Drake Accounting – CA – Employment Training Tax
      • Drake Accounting – CA – Preparing DE-9 for e-Filing
      • Drake Accounting – CA SDI Deduction
    • Colorado
      • 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
      • Drake Accounting – CT – CTPL Deduction
      • Drake Accounting – CT – Employer Contribution Return UC-2
    • DC
      • Drake Accounting – DC – Employer’s Quarterly Contribution Report
    • Delaware
      • Drake Accounting – DE – Filing Quarterly Assessment Reports
    • Florida
      • Drake Accounting – FL – Employer’s Quarterly Report Florida RT-6
    • Georgia
      • 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
      • Drake Accounting – IA – Employer Contribution and Payroll Report
    • Idaho
      • Drake Accounting – ID – Quarterly Unemployment Tax Reporting
    • Illinois
      • 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
      • Drake Accounting – IN – Preparing the Unemployment Insurance Quarterly Tax Report for e-File
    • Kansas
      • Drake Accounting – KS – Filing the Quarterly Wage Report
    • Kentucky
      • Drake Accounting – KY – Reporting Unemployment Insurance Wages
    • Louisiana
      • Drake Accounting – LA – Wage Report Must be e-Filed
    • Massachusetts
      • Drake Accounting – MA – Contributions to the Department of Unemployment Assistance
      • Drake Accounting – MA – Paid Family and Medical Leave (PFML)
    • Maine
      • Drake Accounting – ME – Filing Form UC-1
      • Drake Accounting – ME – Quarterly Reporting of Income Tax Withholding
    • Michigan
      • Drake Accounting – MI – Employer’s Quarterly Wage/Tax Report
    • Maryland
      • Drake Accounting – MD – Unemployment Insurance Wage Reporting
      • Drake Accounting – MD – W2 and Form MW508 Creation and Upload
      • Drake Accounting – MD FLI Setup
    • Minnesota
      • Drake Accounting – MN – Filing Employer’s Unemployment Quarterly Tax Report
    • North Carolina
      • Drake Accounting – Form NC-3 Information
      • Drake Accounting – NC – e-Filing the NCUI 101
      • Drake Accounting – NC – Server-to-Server e-Filing
    • New York
      • 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
      • Drake Accounting – NJ – FLI – Family Leave Insurance
      • Drake Accounting – NJ – Withholding Setup
    • New Mexico
      • Drake Accounting – NM – Uploading Files to DWS
    • Oregon
      • Drake Accounting – OR – Statewide Transit Tax
      • Drake Accounting – OR – Workers’ Benefit Fund
    • Pennsylvania
      • Drake Accounting – PA UC-2 and UC-2A Calculation
    • Rhode Island
      • Drake Accounting – RI – Preparing and Filing the TX-17 Report
    • Texas
      • Drake Accounting – TX – State Wage Report Requires e-Filing
    • Utah
      • Drake Accounting – UT – 33H and 33HA Wage Report
    • Virginia
      • Drake Accounting – Creating an e-File for the Virginia Employment Commission Website
      • Drake Accounting – VA – Web Upload Process for e-Filing
    • General
      • 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
  • Videos
    • 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)
  • General
    • 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)
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Drake Audit Defense

1
  • Drake Audit Defense – Overview
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Drake Portals

60
  • Drake E-Sign Online
    • 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
    • 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
  • Videos
    • 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)
  • General
    • 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
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Drake Pay

20
  • Videos
    • Drake Pay – Processing Payments (Video)
    • Drake Pay (Video)
  • General
    • 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
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Drake Hub

21
  • Videos
    • 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)
  • General
    • 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)
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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
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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
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Drake Tax Online

67
  • Setup
    • 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
    • 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
    • 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
    • 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)
    • 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
    • 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)
  • Videos
    • 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)
  • General
    • 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
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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
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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
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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
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QuickBooks

2
  • Drake Tax – Data Imported to Drake Tax from QuickBooks
  • Drake Tax – Importing Data from QuickBooks
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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
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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
  • Home
  • Home
  • Renewals and Purchases

Renewals and Purchases

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

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