When I graduated college with a focus on Creative Writing in 2016, the tax industry was the last thing on my mind. That said, I needed to eat, and there was a nine-to-five opportunity I couldn’t pass up. All these years later, I am still amazed at how rewarding it is to put complex tax concepts into words that anyone can understand. Maybe I ended up exactly where I was supposed to be.
As we make our way through cold and flu season, maintaining timely service while being sympathetic to clients’ health needs and preferences is crucial. Masking and social distancing can be helpful while indoors, but how do you serve clients who need to meet virtually for their own comfort?…
Read more about Tax Clients Concerned About Germs? Go Virtual with DrakePortals®
Of all the factors that go into choosing tax software, one of the most important is support for state tax forms that apply to your clients. Drake Software is proud to announce the latest Drake Tax state form updates that will help tax professionals better serve clients in the 2023 filing season.…
After the 2022 tax season found the Internal Revenue Service spread thinner than ever before, the agency is taking steps to ensure that the first few months of 2023 go far more smoothly.…
Read more about IRS Pushes for More Phone Support, Hires 4,000 Customer Service Reps
Loss of taxpayer information during the filing process due to technical difficulties is a sure way to fast-track frustration during tax season. Fortunately for Drake Tax users, today's highlighted feature is an info life saver.…
Read more about Drake Tax Feature Spotlight: The Backup and Restore Tool
When disaster strikes, the government’s disaster-declaration process can help victims recover from financial losses. Governors in affected states submit a major disaster area request to the president through the Federal Emergency Management Agency (FEMA); if granted, one benefit victims receive is tax relief.…
Preparing tax returns is hardly a linear process. With data cross-referencing itself throughout both current and prior-year returns, navigation tools are vital to an efficient tax-prep workflow.…
Read more about Drake Tax Feature Spotlight: Search Data Entry with the Selector Field
While Monday, October 17 is the deadline to file tax returns for those who requested an extension earlier this year, some taxpayers may have additional time due to military service or disaster assistance. Additionally, the FBAR deadline has been extended for some due to natural disasters.…
Read more about IRS Reminds Taxpayers of Disaster Extensions for Tax Returns and FBAR
One of the most time-consuming tasks in tax preparation is sifting through prior-year information for facts and figures. To streamline this process, Drake Tax provides the LookBack feature.…
Read more about Drake Tax Feature Spotlight: Use LookBack to Check Prior-Year Data
