Drake Software

Webinars

Drake e-Training Center Webinars are an effective and convenient way to enhance your knowledge through online learning, and to earn CPE credits. Webinar topics range from tax subjects to Drake Software applications, with new webinars being added each month. Our webinars are presented with live panelists, so you’ll have the opportunity to ask questions during the event. Earn CPE for your participation (no tests required) and keep track of your completed webinars and CPE certificates online, using your Drake e-Training Center account.

Upcoming Webinars:

All Times Eastern Daylight Time (EDT)

Title	Date/Time	Cost with CPE
Program Settings and Tools	8/10/2021 10:00 am	$15 ($19 non-Drake)	Register
This is a basic course designed to assist Drake Tax users with the required and basic program setup and Tools menu in Drake Tax. Upon completion of this course, the student will: • Successfully login to Drake Tax with the “initial login” • Explain how to complete the required settings • Demonstrate how to configure other basic setup items listed on the Setup menu • Discuss several features on the Tools menu used in everyday practice
Introduction to Drake Accounting	8/12/2021 10:00 am	$15 ($19 non-Drake)	Register
This is a basic course designed to introduce new users to Drake Accounting. The objectives of this course are to: •Learn how to set up firm information and user setup. •Explain how to set up your client(s). •Identify and discuss the modules within Drake Accounting. •Discuss available training resources.
Data Entry	8/18/2021 10:00 am	$15 ($19 non-Drake)	Register
This is a basic course designed to familiarize Drake Software users with navigating data entry while preparing a tax return using Drake Tax. Upon completion of this course, the student will be able to: •Create or open a return in Drake Tax •Perform data entry for a basic 1040 return •Calculate and view a tax return in Drake Tax
e-Filing	8/24/2021 10:00 am	$15 ($19 non-Drake)	Register
This is a basic course designed to assist Drake Software users with the required setup and steps to successfully e-file a return. Upon completion of this course, the student will: •Understand how to apply for an EFIN •Successfully set up Drake Software to electronically file returns •Discuss the four-step process of electronic filing •Understand the types of acknowledgements •Use the EF Database to review electronic filing data for returns
Introduction to Drake Accounting Payroll	8/26/2021 3:00 pm	$15 ($19 non-Drake)	Register
This is a basic course designed to introduce users to the Drake Accounting Payroll module. The objectives of this course are to: •Review the required setup needed to facilitate the payroll process. •Learn the various payroll options to help narrow down the types of information that can be controlled. •Learn how to set up employees, including creating and assigning deductions and benefits. •Learn how to process Live, After-the Fact (ATF), Batch payroll and print checks.


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Designation or State Affiliation	Account Setup Requirements
Unenrolled or Other Tax Return Preparers who need to report credits earned to the IRS	Select “Yes” from the CPE Credits drop list. Check the Unenrolled/Other tax return preparer? box. Enter your PTIN in the PTIN field (required). Verify that the name entered in the First Name and Last Name fields matches the name as it appears on your IRS PTIN account. Credit earned will be reported to the IRS within 10 days.
Enrolled Agents (EAs)	Select “Yes” from the CPE Credits drop list. Check the Enrolled Agent? box. Enter your PTIN in the PTIN field (required). Verify that the name entered in the First Name and Last Name fields matches the name as it appears on your IRS PTIN account. Credit earned will be reported to the IRS within 10 days.
Certified Public Accountants (CPAs)	Select “Yes” from the CPE Credits drop list. Check the CPA box. If applicable, check one of the state specific boxes: Pennsylvania CPA? – If you require credits for renewal with the Pennsylvania State Board of Accountancy or Texas CPA? – If you require credits for renewal with the Texas State Board of Accountancy. CPAs are responsible for reporting continuing education to their state board based on their state regulations. A National Association of State Boards of Accountancy Certificate (NASBA) is issued to all CPAs, unless Texas is selected or Pennsylvania is selected for self-study courses. To have all credits earned reported to the IRS, so they are listed in your IRS PTIN account, enter your PTIN in the PTIN field. Verify that the name entered in the First Name and Last Name fields matches the name as it appears on your IRS PTIN account.
California Registered Tax Preparers (CRTPs)	Select “Yes” from the CPE Credits drop list. Enter your California Tax Education Council Preparer Number in the CTEC# field. To also report credits to the IRS, enter your PTIN in the PTIN field. Verify that the name entered in the First Name and Last Name fields matches the name as it appears on your IRS PTIN account. CRTPs receive a CTEC certificate that includes all relevant CTEC and IRS course information. Credit earned will be reported to the IRS and CTEC within 10 days.


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Designation or State Affiliation	Account Setup Requirements
Unenrolled or Other Tax Return Preparers who need to report credits earned to the IRS	Select “Yes” from the CPE Credits drop list. Check the Unenrolled/Other tax return preparer? box. Enter your PTIN in the PTIN field (required). Verify that the name entered in the First Name and Last Name fields matches the name as it appears on your IRS PTIN account. Credit earned will be reported to the IRS within 10 days.
Enrolled Agents (EAs)	Select “Yes” from the CPE Credits drop list. Check the Enrolled Agent? box. Enter your PTIN in the PTIN field (required). Verify that the name entered in the First Name and Last Name fields matches the name as it appears on your IRS PTIN account. Credit earned will be reported to the IRS within 10 days.
Certified Public Accountants (CPAs)	Select “Yes” from the CPE Credits drop list. Check the CPA box. If applicable, check one of the state specific boxes: Pennsylvania CPA? – If you require credits for renewal with the Pennsylvania State Board of Accountancy or Texas CPA? – If you require credits for renewal with the Texas State Board of Accountancy. CPAs are responsible for reporting continuing education to their state board based on their state regulations. A National Association of State Boards of Accountancy Certificate (NASBA) is issued to all CPAs, unless Texas is selected or Pennsylvania is selected for self-study courses. To have all credits earned reported to the IRS, so they are listed in your IRS PTIN account, enter your PTIN in the PTIN field. Verify that the name entered in the First Name and Last Name fields matches the name as it appears on your IRS PTIN account.
California Registered Tax Preparers (CRTPs)	Select “Yes” from the CPE Credits drop list. Enter your California Tax Education Council Preparer Number in the CTEC# field. To also report credits to the IRS, enter your PTIN in the PTIN field. Verify that the name entered in the First Name and Last Name fields matches the name as it appears on your IRS PTIN account. CRTPs receive a CTEC certificate that includes all relevant CTEC and IRS course information. Credit earned will be reported to the IRS and CTEC within 10 days.

Webinars

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Returning Users

Important Information Regarding Account Setup and Continuing Education

Important Information Regarding Account Setup and Continuing Education

The administrator account for this EFIN has already been created. To obtain a student profile, please contact your office administrator.


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