Drake Tax Software Download Mac

Drake Tax

Drake Tax Software Download Mac Software
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Drake Software

Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process a high number of individual and business returns for clients. As a winner of The CPA Practice Advisor’s Reader’s Choice Awards since 2004, Drake Software offers tax compliance, document management, organizers, and practice management capability. Drake Tax can be deployed on-premise or accessed as a hosted desktop solution. For those only preparing 1040 returns, Drake Zero and Web1040 are available, with both products offering web-based form preparation.

Drake Tax consistently adds new features and functionality in each new product release, with the latest version featuring numerous updates and schedules in response to the new tax laws. A hide screen option is also available for those that wish to make notes but not have them displayed on screen, and a terrific feature allows users and their clients to see the impact the new tax laws have on their returns, displaying side by side columns comparing totals. The e-filing process has also been enhanced and a multi-factor authentication option is now available for firms that wish to bolster security.

Drake Tax offers easy system navigation and includes a variety of shortcut keys and macros to simplify the data entry process. The product also includes automatic data flow, with all information entered into a federal return automatically flowing to secondary forms such as state and city returns.

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Drake Tax currently supports more than 6,000 federal and state tax forms and schedules including 1040, 1040NR, 1041, 1065, 1120, 1120-S, 1120-H, 4720, 5471, 1118, 3115, 706, 709, 990, 990-PF, as well as all necessary state forms. The product also includes 12 printable taxpayer forms in Spanish. Drake Tax offers unlimited e-filing capability, with users able to easily file state returns electronically if allowed. E-filing is supported for individual, partnership, business, fiduciary, and tax-exempt organizations, with the ability to file foreign tax returns as well. The client status manager color codes all returns, with the color changing as the return status changes.

SecureFilePro is a secure client file exchange web portal that integrates with Drake Tax. New for the 2018 tax year is SecureFilePro Connect, which is designed to work with mobile devices; allowing clients to take photos of tax documents and securely upload them to the portal. SecureFilePro Connect also offers remote electronic signature capability, as well as the ability to accept client payments electronically. Included with the purchase of Drake Tax is Drake Documents, a document management application that works like a physical file cabinet, organizing client files and folders.Drake Tax also integrates with GruntWorx, a data extraction application, as well as Drake Tax planner, and Drake Accounting, which can be purchased together with Drake Tax or as a separate module. Drake Practice Management is included with the purchase of Drake Tax, and the product also integrates with TicTie Calculate, an application that allows users to add customizable tick marks to PDFs.

Drake Tax offers a variety of diagnostic tools including the ability to look back to previous year’s data, the ability to mark the status of any items in a text box, the availability of calculation notes that provide preparers with tips and alerts, and the ability to look at multiple years of any return if necessary.

Drake Tax offers an excellent selection of tools and resources for users, including the Get Started with Drake page, which offers users access to a variety of documents that can be downloaded, including the Drake Brochure, the Evaluation Guide, a Desk Reference, and a Demo Quick Start Guide. Users also have access to training videos, several of which are in Spanish, the knowledgebase, and can register for online training classes as well. Drake Tax offers telephone and email support, with extended support hours available during tax season.

Drake Tax, part of Drake Software, is well suited for small to mid-sized accounting firms that process a high number of individual and business returns. Drake Tax offers several tax package options, including the Power Bundle, which includes Drake Tax Unlimited and Drake Accounting. The Power Bundle is currently priced at $1,695. Drake Tax Unlimited can also be purchased separately for $1,595, with the option to add Drake Accounting Pro at a later time. A pay-per-return option is also available which runs $330 for 15 returns, with additional returns $22.00 each. For firms that process 1040 returns exclusively, Drake Software offers Drake Zero for firms with a single location and Web1040, for firms with multiple locations. Both applications are offered online and are mobile friendly for easy access with a smart phone or tablet.Drake also includes free, online training and technical support.

2019 Rating: 5 Stars

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Drake Tax is loaded with features to help you quickly and efficiently prepare and process your customers’ returns. So you can stay focused on the important stuff — working with clients and building your business.

Prepare

Save Time, Stay Productive

The speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. Calculation results and full return view just a click away.
Shortcut keys and macros simplify data entry and reduce keystrokes.
Automatic data flow from federal return to state and city returns, with override options. State and city returns generated as needed. Automatic credit for taxes paid to other jurisdictions. Drake Tax also auto-fills from ZIP Code and EIN entries.
Multi-state returns – Create any state return you need, without having to buy a state add-on module.
LookBack – Easily view fields that had data in them last year. A keyboard shortcut toggles the view, so you can quickly verify prior-year data.
LinkBacks – Track calculated results on the tax return back to the source.
DoubleCheck – Mark items in any text box, check box, or amount on a tax form as verified, flagged for review, or noted for review. If information for a verified item changes, DoubleCheck will automatically flag the item it for review.
Update prior-year data to current year, either all at once or as needed.
Easy backups of any or all client data, plus custom settings. Restore to the same or a different computer. Plus, now you can back up to your Drake Portals (SecureFilePro) account for safe cloud storage.
Easy software updates – Choose automatic updating, or just update when you’re notified. Either way, it takes just seconds.
Save time with optional hardware – Add a digital signature pad to e‑sign forms and bank applications. Or a 2D barcode scanner to import W-2s or K-1s with 2D barcodes.
Work with Drake Documents – Store and access tax forms, returns and documents in Drake Documents, your digital filing cabinet.
Taxpayer forms in Spanish – Drake Tax includes 12 printable taxpayer forms in Spanish, including Forms W-4, W-7, 13844, and 2350.
Access online tax research – Search a customizable list of online tax resources.
Collect fees – Accept credit and debit card payments within Drake Tax.

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Import and Export

Electronic W-2s – Download and import for select employers.
Schedule D import – Load investment transactions from an Excel or text file.
8615 export – a quick, two-step process to export parents’ tax information to a child’s Form 8615.
K-1 export – K-1s from 1041, 1120S, and 1065 returns flow to 1040 returns.
End-of-year balance import – Get end-of-year balances from Client Write-Up or QuickBooks.
Trial balance import – Enter data from your balanced books into our trial balance spreadsheet and import the information into an 1120, 1120S, or 1065 return.

Plan & Analyze

Drake Tax Planner – Show clients how marital status, dependents, income, etc. can affect their taxes. Save multiple scenarios, and tweak reporting options as needed.
Compare taxes year to year – Analyze multiple tax years in a convenient worksheet.
Compare filing joint vs. separate – See at a glance which filing status would be more beneficial.
Return archiving – Create a version of a return for comparison and safekeeping. Revert to a version with just a click. Helpful for testing different return scenarios.
Quick Estimator shows your client’s refund in just a few clicks.
Amortization schedules – Figure loan payment amounts, interest or loan length.

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Calculation results display return info at a glance, including error messages, notes, fees, refund amount, and e-file eligibility.
Calculation error messages show how to correct problems that would cause an IRS rejection.
Calculation notes messages provide reminders and tips about issues that would not cause rejects.
Organized return viewing – Select which forms to print, change print order, customize print sets, even access form pricing. View forms in a tree structure or by category.
Print sets – Control which forms and the order they’re printed for client, preparer, paper filing, or custom sets.
Print to PDF – Create password-protected PDF of a return to email to your client. Or save a PDF of a return to Drake Documents.
Note screens let you add a note for a form, or for the return. Use to remind yourself or to inform other staff.

E-file

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PIN and consent screens provided for customers to approve the return, and for consent forms and bank documents.
Drake E-Sign – Use an optional signature pad to bind customer signatures securely to the return, eliminating the need for a paper version.
E-file states with the federal return or separately, if necessary and the state allows separate e-filing.
Attach PDFs to returns for e-filing. Documents can also be stored in Drake Documents.

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