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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March deadline for Forms 1120S and 1065. Use Form 7004 if more time is needed to file.
The Filing deadline for Forms 1040, 1120, and 1041. If more time is needed, file an extension of time to file.
The DOCs screen in Drake Tax helps with the data entry of various 1098 and 1099 forms. [CC]
Learn how to use the Due Diligence screens in Drake.
Review the EIC troubleshooting notes to discover why a return has no EIC value calculated.
For information on common frequently asked questions review the FAQ screens within Drake Tax. [CC]
Use links in Drake Tax to quickly access TheTaxBook WebLibrary.