Documentation/Integration Guides/Tax Software APIs
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Tax Software APIs

Connect Drake, Lacerte, ProSeries, and UltraTax

Connect TuskCPA to your professional tax software. Import client organizer data automatically and export completed returns. Eliminate double data entry during tax season.

Supported Tax Software

Drake Tax

Full API integration for 1040, 1120, 1120S, 1065, and 1041 returns. Import/export XML files.

Full Integration

Lacerte (Intuit)

Professional-grade integration with all Lacerte modules. Supports complex returns and multi-state filings.

Full Integration

ProSeries (Intuit)

Import organizer data and basic return information. Export completed returns for archiving.

Standard Integration

UltraTax CS

Data exchange via CSV and XML. Supports individual, business, and trust returns.

Standard Integration

Key Capabilities

Import Organizer Data

Pull client information, prior year data, W-2s, 1099s, and K-1s from TuskCPA directly into your tax software.

Export Completed Returns

After e-filing, automatically save PDF copies to client folders in TuskCPA with proper naming and organization.

Status Sync

Return status updates automatically in TuskCPA when you complete, review, or e-file in your tax software.

Batch Processing

Import or export data for multiple returns at once. Perfect for high-volume tax seasons.

Setup Instructions

Step 1: Enable API Access

Contact your tax software provider to enable API access:

  • Drake: Enable XML import/export in Drake Settings
  • Lacerte: Purchase API module subscription from Intuit
  • ProSeries: Available in Professional and Premier editions
  • UltraTax: Request CS Connect activation from Thomson Reuters

Step 2: Configure in TuskCPA

Go to Settings → Integrations → Tax Software. Select your tax software and enter connection credentials provided by your software vendor.

Step 3: Map Fields

TuskCPA automatically maps most fields (taxpayer name, SSN, address, income sources). Review mappings and customize if your firm uses non-standard field names.

Step 4: Test with Sample Return

Create a test client in TuskCPA, import organizer data, and export to your tax software. Verify all fields populate correctly before using in production.

Typical Tax Season Workflow

1. Client Uploads Documents to TuskCPA

Client uses portal to upload W-2s, 1099s, mortgage statements, etc. AI extracts data automatically.

2. Review & Organize in TuskCPA

Staff reviews extracted data, corrects errors, adds notes, flags issues for preparer attention.

3. Export to Tax Software

Click "Export to Drake/Lacerte" - all organizer data populates in tax software automatically. Preparer completes return.

4. Import Completed Return

After e-filing, PDF automatically saves to client folder in TuskCPA. Client gets notification return is ready.

Data That Syncs

From TuskCPA to Tax Software

  • • Taxpayer demographic information
  • • W-2 wages, withholdings, and box entries
  • • 1099 income (INT, DIV, MISC, NEC, R, B)
  • • K-1 partnership and S-corp distributions
  • • Mortgage interest and property taxes
  • • Business expenses by category
  • • Estimated tax payments made
  • • Health insurance information (Form 1095)

From Tax Software to TuskCPA

  • • Completed return PDF
  • • E-file status and confirmation
  • • Refund/amount due calculation
  • • Estimated tax payment vouchers
  • • Extension forms if applicable

Time Savings

Typical Time Saved Per Return: 15-30 minutes on data entry. For a firm preparing 500 returns, that is 125-250 hours saved per tax season.

Security

Tax data security is critical. Our integrations use:

  • • End-to-end encryption for all data transfers
  • • Secure file exchange protocols (SFTP, HTTPS)
  • • No storage of sensitive data in transit
  • • Audit logs of all imports/exports
  • • Compliance with IRS Publication 1075

Need Help Connecting Tax Software?

Our team has experience with all major tax software platforms and can assist with setup.

Contact Support
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