Videos
Drake Tax
Getting Started
Drake Tax Setup
Software Customization
Software Navigation
Business Returns
Data Entry Navigation
Tax Topics
Imports and Exports
Client Communications
Drake Scheduler
Letters and Labels
Organizers
Billing
e-Filing
Individual Returns
Data-Entry Navigation
Tax Topics
Imports and Exports
Workflow
Client Status Manager
Drake Documents
Reports
Return Review
Tools
Drake Accounting
Accounting
Forms and e-Filing
Payroll
Setup and Tools
Drake Portals
Partner Products
Bank Products
Audit Protection
Gruntworx
Web1040
Spanish
Go to Support Site
8949 Import Options
The Schedule D import tools give users an alternative to manually entering information from Form 1099B. CC Linkage "
[CC]
"
Other videos in this category:
Data-Entry Navigation
Imports and Exports
Tax Topics
4562 Import
Import assets from a spreadsheet into Drake Tax to save time and improve accuracy.
[CC]
8949 Import Tool
Quickly import transactions from Form 8949 using the 8949 Import tool.
[CC]
Kiddie Tax Export
Export parent data to a child’s form using the 8615 feature.