Drake Software

Title	Date/Time	Cost with CPE
Drake Accounting Payroll Basics	8/18/2020 10:00 am	$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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IMPORTANT!

Click for information regarding account setup and continuing education.

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...

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


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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.

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:

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Important Information Regarding Account Setup and Continuing Education

Important Information Regarding Account Setup and Continuing Education


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