Drake Tax Software Overview - Full Detailed Demonstration [2023]
Вставка
- Опубліковано 7 лют 2025
- Black Friday Deal: Become a Tax Preparation Pro! - $50 off all courses
www.remotecpai...
This video is a demonstration of Drake Tax Software. See how our great design can speed you through the tax preparation process, and how easy it is to learn and use.
🔗Useful Links:
🌐 Website: www.remotecpai...
📋 Enroll In My Course - Individual and Business Tax Preparation Bootcamp training for CPAs, EAs and Tax Preparers :www.remotecpai...
Contact info:
✅Email for any questions: kateryna@remotecpainla.com
✅Schedule strategy call : www.remotecpai...
✅LinkedIn: kateryna--khalandach-cpa
Thank you
Kat
On my channel you can find videos on How to Prepare Tax Returns and Use Different Tax Softwares, including Drake, ATX, and Lacerte. My tax preperation tools will be useful for you and I'm here to help tax preparers navigate the world of taxes.
My E-mail: kateryna@remotecpainla.com
#taxes #taxsoftware #fillingtaxes #cpa #taxeducation #draketaxsoftware #howtopreparetaxes #cpa#draketax#becomecpa
Discover how to expand your tax business with unlimited 1040s using Drake Tax software! I dive into why Drake Tax is my go-to for tax preparation-offering ease of use, affordability, and the flexibility to grow your client base without worrying about costs.
📈 Key Updates for Tax Preparers:
Unlimited 1040s for scaling your business
Cost-effective strategies for tax season
Pay-per-return options for new tax pros
🎓 Tax Education:
Join my online courses for comprehensive tax software training
Learn to prepare complex tax returns confidently
🛠️ Drake Tax Software Walkthrough:
User-friendly functionality
Seamless e-filing process
Tips for efficient data entry and error checking
📞 Enroll in My Course: Visit remoteCPAinla.com for more info!
🗓️ Schedule a consultation: Contact me for personalized guidance.
🔍 Visit My Channel: Stay tuned for more tax updates and software tutorials.
SEO Keywords: tax updates, tax software, CPA, tax preparation, tax filing, 2024 taxes, Drake Tax
Thank you for watching, and remember, I'm here to support you every step of the way during tax season. Let's tackle those federal tax updates, maximize tax credits, and streamline your tax preparation process together.
Thank you,
Kat
#TaxEducation #1040S #TaxPreparation #TaxSoftwareDemonstration #TaxPreparationServices
CHAPTERS:
0:01 - Introduction to Video
0:07 - Drake Tax Software Features
2:43 - Promotional Segment Drake Tax
4:49 - Tax Return Creation Tutorial
11:27 - Tax Diagnostics and E-Filing Process
13:09 - Final Thoughts on Drake Tax Software
Drake Tax Software cost
Drake tax login
Best Softwares for tax preparers
Drake tax software 2023
Drake tax software support
Intuit pro connect
#draketax
#besttax software
#tax software
Hey! Great introduction video on how to use Drake Software, do you think you can do for businesses S-Corp, C-Corp, Corporation?
Great suggestion! Thank you! I will do my best
How hard is it to keep client's personal information safe when using Drake? I'm about to quit public accounting, but I'm thinking about doing just a few returns on the side, to keep halfway skilled at tax preparation. Will a premium antivirus do the job, or should I be looking at more sophisticated options? Sorry if that's a dumb questions, I'm just an accountant.
You have good point. Drake has a secure and safe client file exchange data like any other tax software. To secure your computer more you can install the VPN that also provides enencrypted data and yes antivirus is a good idea too.
@@notsoboringcpaalso, always encrypt your add or herd of the computer most importantly.
They have a period starting around May or June when they offer a great discount for purchasing early.
great to know! Thanks for the info
📋 Enroll In My Course - Individual and Business Tax Preparation Bootcamp training for CPAs, EAs and Tax Preparers : www.remotecpainla.com
I didn't see a K-1 under the forms. Is it just listed in a different place? And does drake do 1120s and 1065s? Thanks for the video
It's under Income section > K-1 entry K1 for Individual. And, for 1120s and 1065 it generates once you enter
the shareholder info
I love videos on Drake!
Thank you! I will make sure to record more!😊
what if you have problems with the software do they have tech support?
Yes, there is a phone number under Support tab (828) 524-8020. They are super helpful and can also get access to the tax return to fix the issue. the wait is not long or no wait usually
What do you think of TaxSlayer for the clients? Is my first year and I don't which tax software use.
I think TaxSlayer is okay. I would use it if you have very simple returns. If you get more complex client Drake tax, ATX, Proseries, Proconnect is better
Hi! I'm a new tax preparer with my ptin and efin already, but haven't purchased tax software yet. I understand the IRS allows e-filing (by registered tax preparers only) of 2021 & 2022 taxes. Do you know if Drake 2023 PPR supports the filing of the two previous tax years or would I have to buy their 2022 software to e-file my clients 2022 taxes? thx!
HI and congrats on PTIN and EFIN! From my experience - you receive the access to prior year softwares as well but not sure if you can e-file. I had Drake year last 2 years as well so I can e-file 2022 and 2021. Maybe call them before purchasing to confirm to make sure. Good luck this tax season!
Hi again! Just to follow up in case any of your viewers are interested, Stephen Drake from Drake Software emailed me back and said "Yes! We included 2022 when you purchase 2023! In fact, the 2022 filing is at no extra cost." So, I'm sold! Love your videos and thanks for what you do!
That is incredible! I would totally go for it! That's a great deal! Thanks for confirming@@mycreations2
Hi I just use drake filed a 1065, I bought $349 drake, it says 59.99 for 1065, after I filed 1065, I did not know where to pay 59.99,can you tell me where to pay it. My 1065 has been accepted by IRS.
help please can't add multiple 1099's on the same taxpayer
Press Page Down Key on the keyboard to add the new screen
Great video. I request to see Taxslayer Pro, if at all possible
Hi dear, can you please make a video tutorial on how to apply for EFIN on IRS .
Sure! I will try to do it next week! Thanks for suggestion
@@notsoboringcpa thank you, dear.
Once you apply for your EFIN. Just pick transmitter, online filer and online provider.
If you choose them all. They will give you a crappy EFIN that will begin in 10, 44 (I had this one) , and other 2 digit numbers that I can't remember.
Just an FYI, it happened to me 2 years ago but the IRS will resolve the issue fairly quickly.
Thank you for sharing! @@mythiicalb34st93
Hi dear, I wanted to know if the Form 7216 required for a tax payer to sign that form?
I never seen it was requested to sign by tax preparation company. I think it's only applicable if you are planning to give the info to the third party like another advisory service. Google says" If you are offering any services in addition to tax preparation (Bank Products, Insurance, Investments, etc.), the IRC Section 7216 consent form must be signed by each taxpayer prior to you discussing these services or sharing any of their information with another party"
Hi dear, do I have to register a business from the state if I will charge client for the tax preparation?
I would mention it to the client that the business is not registered with the state and it has to be and offer to do it for extra fee. You want to make sure that business is an good standing with the state when you acquire the new client as eventually the client will reach out to you when receives any kind of tax notices
hello dear. i what is fee of enrolling in Tax traning of Drake? BTW i found you to be the best in exlaping drake.
Thank you so much for your kind words. I will try to record more videos here. As for the course, you can find all the information on my website remotecpainla.com. Let me know if you have any questions, and good luck!
In my opinion drake tax software is a nightmare for first time user. The shortcuts and functionality is so hidden that you are clueless until you really learn this first. Pro-series is the best one I’ve used. Drake is cheaper but you get what you pay for.
Hi I just use drake filed a 1065, I bought $349 drake, it says 59.99 for 1065, after I filed 1065, I did not know where to pay 59.99,can you tell me where to pay it. My 1065 has been accepted by IRS.
$349 already includes a few returns, you will need to pay after you use them.
it looks like windows 1998
It makes it really easy to use