Drake - Exporting Client Data

Below are instructions on how to export your client data from Drake. As much client data you can provide upfront will require less manual entry for you later. 

 

1. Go to Reports at the top of Drake > Report Manager

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2. Select New Report > Tax return data > Ok

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3. Add Report Title > Report Description > Add all the following Categories

  • Return Type(Entity type)
  • Taxpayer Name(client name), Taxpayer(contact) First Name, Taxpayer(contact) Last Name, Taxpayer ID(EIN for Business client or SSN for individual), Taxpayer(contact) Email Address, Taxpayer(contact) Cell Phone
  • Spouse First Name, Spouse Last Name, Spouse Email Address
  • Street Address, City, State, ZIP Code

4. Click Next > Save > Continue > Export to Excel

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