Drake Tax Integration
Seamless data exchange between TuskCPA and Drake Tax software
Connect TuskCPA directly to Drake Tax for automated import/export of client organizer data and completed returns. Eliminate manual data entry and reduce preparation time by up to 30 minutes per return.
Auto Import
Pull organizer data directly into Drake Tax
Auto Export
Save completed returns back to TuskCPA
Status Sync
Real-time return status updates
Supported Drake Tax Versions
Drake Tax 2024 & 2025
Supported Return Types
Setup Instructions
Enable XML Integration in Drake
Open Drake Tax and go to Setup → System Configuration → Integration Options. Enable "XML Data Import/Export" and note your API credentials.
Configure TuskCPA Integration
In TuskCPA, navigate to Settings → Integrations → Tax Software. Select "Drake Tax" and enter your XML endpoint URL and authentication credentials from Step 1.
Map Data Fields
TuskCPA automatically maps standard fields. Review the field mapping interface to customize for your firm's specific workflow and ensure all data transfers correctly.
Test with Sample Return
Create a test client in TuskCPA, upload sample documents, and test the complete import → prepare → export workflow before using with live client data.
Data Synchronization
From TuskCPA to Drake
- • Taxpayer information (name, SSN, address)
- • W-2 wage and withholding data
- • 1099 income forms (INT, DIV, MISC, etc.)
- • K-1 partnership/S-corp distributions
- • Mortgage interest and property taxes
- • Business expense categories
- • Estimated tax payment records
- • Health insurance information (1095 forms)
From Drake to TuskCPA
- • Completed return PDFs
- • E-file status and IRS confirmation
- • Tax refund or amount due calculations
- • Estimated tax payment vouchers
- • Extension forms (4868, 7004, etc.)
- • Return preparation status updates
Workflow Integration
Client Document Upload
Clients upload W-2s, 1099s, and other documents through the TuskCPA portal. AI automatically extracts data and organizes information.
Data Review & Validation
Staff reviews extracted data, corrects any errors, adds notes, and flags items requiring preparer attention before export.
One-Click Export to Drake
Click "Export to Drake" in TuskCPA. All organizer data automatically populates the corresponding Drake return, ready for preparation.
Automatic Return Import
After e-filing in Drake, the completed return PDF automatically saves to the client folder in TuskCPA with proper naming and organization.
Security & Compliance
Enterprise-Grade Security
Drake Tax integration with TuskCPA meets the highest security standards for tax data handling:
- 256-bit AES encryption in transit
- SFTP secure file transfer
- IRS Publication 1075 compliant
- No sensitive data storage
- Complete audit trail logging
- OAuth 2.0 authentication
- Role-based access controls
- SOC 2 Type II certified
Troubleshooting
Connection Issues
If you can't connect to Drake Tax, check:
- • XML integration is enabled in Drake Settings
- • API credentials are entered correctly
- • Firewall allows outbound connections to Drake servers
- • Drake Tax software is running and accessible
Data Mapping Issues
If data isn't mapping correctly:
- • Verify field names match between TuskCPA and Drake
- • Check for special characters in client data
- • Ensure return type is supported
- • Review custom field mappings in settings
Need Help with Drake Integration?
Our support team has extensive experience with Drake Tax integrations and can help you get set up quickly.