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 Standard Time (EST)

Title	Date/Time	Cost with CPE
Drake 101 - e-Filing Returns	1/27/2021 2:00 pm	$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. In this webinar, we will discuss the EFIN application process, set up Drake Software to e-file returns, discuss the four-step process of electronic filing, review the types of acknowledgements, use the EF Database to review electronic filing data for returns, and diagnose and resolve electronic filing rejections.
Customizing Drake Tax	1/28/2021 2:00 pm	$15 ($19 non-Drake)	Register
In this webinar we will demonstrate how to create custom, global settings in Drake Software that can increase office efficiency and decrease return preparation time. At the end of this webinar you will be able to: • Recognize how flags and locks are assigned to data fields • Recall how custom drop lists can be used for tracking client data • Select automatic password protection for PDF documents • Identify how user-defined shortcuts are created • Arrange print sets and form order lists

To register, sign into your e-Training Center account

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IMPORTANT!

Click for information regarding account setup and continuing education.

Important Information Regarding Account Setup and Continuing Education

To generate certificates for successful completion of continuing education courses, select “Yes” from the CPE Credits drop-list. To ensure that continuing education earned is awarded, and if necessary, reported properly, review the following account set up guidelines:

Note: If you view or print the certificate and find that the information on it is not correct, edit your account accordingly and regenerate (view or print) the CPE certificate.

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.

Texas preparer?		Pennsylvania preparer?
CPA?		Enrolled Agent?
Unenrolled / Other Preparer?		(For CA approved credit) CTEC #:

PTIN #:		A PTIN is required for Unenrolled agents and EAs to receive IRS credit. PTINs must begin with the letter "P" followed by 8 numbers. Be certain to type "0" (zero) instead of "O" (letter O).
Terms of Use:	I agree to the Terms of Use

Note: Your password must be between 3 and 15 characters in length, cannot contain spaces, and can only contain the following...

Lower case letters
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Any of these special characters: ~ ` ! @ # $ % ^ & * ( ) _ - + = { [ } ] | \ : ; ' , . ? /


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EFIN:
Drake Password:

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

Note: Your password must be between 3 and 15 characters in length, cannot contain spaces, and can only contain the following...

Lower case letters
Upper case letters
Numbers
Any of these special characters: ~ ` ! @ # $ % ^ & * ( ) _ - + = { [ } ] | \ : ; ' , . ? /


User Name:
Password:
Confirm Password:
Password Question:
Answer:
Administrator?	YesNo
First Name:
Last Name:
E-Mail:
CPE Credits?	YesNo

IMPORTANT!

Click for information regarding account setup and continuing education.

Important Information Regarding Account Setup and Continuing Education

Note: If you view or print the certificate and find that the information on it is not correct, edit your account accordingly and regenerate (view or print) the CPE certificate.

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.

Texas preparer?		Pennsylvania preparer?
CPA?		Enrolled Agent?
Registered Tax Return Preparer?		(For CA approved credit) CTEC #:

PTIN #:		A PTIN is required for RTRPs and EAs to receive IRS credit. PTINs must begin with the letter "P" followed by 8 numbers. Be certain to type "0" (zero) instead of "O" (letter O).

User Name:
Password: