Individual Returns

Learn the basics of Drake Tax with these short instructional videos.

Content with Closed Caption [CC] enabled is available by clicking [CC] in the video or its summary.

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Export K1 data from a business return to an individual return.
How to use the Trial Balance worksheet that is included in all Drake Tax´s tax packages. [CC]
Import assets from a spreadsheet into Drake Tax to save time and improve accuracy. [CC]
The Schedule D import tools give users an alternative to manually entering information from Form 1099B. CC Linkage "[CC]"
Quickly import transactions from Form 8949 using the 8949 Import tool. [CC]
Export parent data to a child’s form using the 8615 feature.