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 - Data Entry	1/21/2019 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 Software. Upon completion of this course, the student will: Successfully create or open a return in Drake Software, navigate within the software screens and windows, perform data entry for a 1040 return, split a joint 1040 return to married filing separately, enter an amended return and explain how to create an extension, calculate, view, and print a completed return, describe how to access online support resources. NOTE: The duration of this webinar is 60 minutes.
Printing and Uploading Forms W-2 and 1099 using Drake Accounting	1/22/2019 4:00 pm	$15 ($19 non-Drake)	Register
This webinar reviews what is required to generate, process, and upload W-2s and 1099s (regular and on-the-fly). The objectives of this course are to: •Demonstrate the setup required in Drake Accounting to print Forms W-2 and 1099. •Explain how to produce and print Forms W-2 and 1099 in Drake Accounting. •Describe the steps that are required in order to upload Forms W-2 and 1099. •Demonstrate how to produce W-2s and 1099s on-the-fly, with minimal setup, for clients who keep their own books.
Drake 101 - e-Filing Returns	1/23/2019 3:00 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.
2018 Qualified Business Income (QBI)	1/25/2019 2:00 pm	$19 ($29 non-Drake)	Register
This webinar introduces the new Qualified Business Income (QBI) or IRC Section 199A deduction. You will learn how the QBI deduction is calculated and how it is figured in Drake Tax.
What's New in Drake Tax 2018	1/28/2019 3:00 pm	$19 ($29 non-Drake)	Register
In this webinar, learn about Drake Tax 2018 data entry and application enhancements. Topics include a general overview of how the new 1040 and supporting schedules affect data entry navigation and the printing of tax returns, new data entry screens, changes to e-filing workflow and software updates, new customization options, and enhancements made to Drake Documents for SecureFilePro users. This webinar is based on presentations given at the 2018 Drake Update Schools. For an overview of tax updates and their effect on data entry, view the Update Schools Tax Update webinar(s).
2018 Tax & Industry Update	1/29/2019 2:00 pm	$29 ($39 non-Drake)	Register
In this webinar, learn about the latest tax updates, industry news, and Drake Tax 2018 software enhancements made as a result of these updates. John Sapp, CPA and Drake Software Vice President, discusses the provisions of the Tax Cuts and Jobs Act, Bipartisan Budget Act, and other important tax and industry updates. He also discusses the changes made to Drake return data entry based on tax law updates.
Drake 101 - Program Settings and Tools	2/5/2019 2:00 pm	$15 ($19 non-Drake)	Register
This is a basic course designed to assist Drake Software users with the required and basic program setup and Tools menu in Drake Software. This webinar will explain how to complete the three required settings, demonstrate how to configure other basic setup items listed on the Setup menu, and discuss several features on the Tools menu used in everyday practice.
Drake 101 - Data Entry	2/13/2019 3:00 pm	$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 Software. Upon completion of this course, the student will: Successfully create or open a return in Drake Software, navigate within the software screens and windows, perform data entry for a 1040 return, split a joint 1040 return to married filing separately, enter an amended return and explain how to create an extension, calculate, view, and print a completed return, describe how to access online support resources. NOTE: The duration of this webinar is 60 minutes.
Introduction to Drake Accounting	2/19/2019 2:00 pm	$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 general setup, Explain how to set up your client(s),Identify and discuss the modules within Drake Accounting, and Discuss available training resources.
Drake 101 - e-Filing Returns	2/21/2019 11:00 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. 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.
Drake Accounting Payroll Basics	2/26/2019 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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The administrator account for this EFIN has already been created. To obtain a student profile, please contact your office administrator.


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