Do I need to install anything to use TXF with Drake?

No. TXF generates one file per return. You copy it into your Drake Imports folder, and Drake detects it when you create the return and enter the taxpayer's SSN.

Which documents can TXF import into Drake?

All 41 document types TXF supports, including W-2s and W-2Cs, the 1099 series, 1098s, SSA-1099, Schedule C and Schedule E, Form 2439 and last year's return. Eleven of them, such as 1099-Q, 1099-S and MA 1099-HC, are Drake only. K-1s are not supported.

Can I send 1099-MISC income to Schedule C?

1099-MISC defaults to Schedule 1 on the 1040. Before you generate the file, the Form Assignment step lets you assign a document to a business (Schedule C) or a rental (Schedule E).

What if my client sends more documents after I export?

Add them to the work request and run it again. TXF adds the missing items to the existing return at no extra cost.

Drake Tax import

Q: How does TXF handle 1099-B brokerage data for Drake?

TXF classifies each gain as short-term or long-term and imports it to Form 8949 and Schedule D, using summaries grouped by account.

TXF extracts the values from your client's documents and, once you have reviewed them, turns them into one file for Drake Tax. Drop it in your Drake Imports folder and Drake offers to import it when you start the return. There is nothing to install.

Get started

Your first 3 returns are free. No card required.

Final tax reviewSave changesConfirm and generate

1Personal
2Businesses
3Rentals
4Form Assignment

Personal information

Review and update details for the taxpayer, spouse, and dependents.

Taxpayer

Name and identity

First name *JOHN

M.I.Enter a value

Last name *DOE

SSN *XXX-XX-0002

Date of birthmm/dd/yyyy

Filing status *Single

Contact

Phone numberEnter a value

EmailEnter a value

OccupationEmployee

Address

Street address123 STREET ADDRESS

CityYOUR CITY

State/regionWashington

Postal code98001

CountryUnited States of America

DependentsAdd

No dependents on this return.Add dependent

Final tax review, then one file for Drake

Confirm the taxpayer's details and every required field, then generate the file. TXF names it just the way Drake needs it.

How TXF works
with Drake

TXF turns every return you review into a file Drake knows how to read, so the values reach the return without anyone typing them in.

Final tax reviewSave changesConfirm and generate

1Personal
2Businesses
3Rentals
4Form Assignment

Personal information

Review and update details for the taxpayer, spouse, and dependents.

Taxpayer

Name and identity

First name *JOHN

M.I.Enter a value

Last name *DOE

SSN *XXX-XX-0002

Date of birthmm/dd/yyyy

Filing status *Single

Contact

Phone numberEnter a value

EmailEnter a value

OccupationEmployee

Address

Street address123 STREET ADDRESS

CityYOUR CITY

State/regionWashington

Postal code98001

CountryUnited States of America

DependentsAdd

No dependents on this return.Add dependent

Review, then generate one file

Check each section of the Final Tax Review, then generate the Drake file for that client's return. Supports Drake Tax 2024 and 2025.

Final tax reviewSave changesConfirm and generate

1Personal
2Businesses
3Rentals
4Form Assignment

Personal information

Review and update details for the taxpayer, spouse, and dependents.

Taxpayer

Name and identity

First name *JOHN

M.I.Enter a value

Last name *DOE

SSN *XXX-XX-0002

Date of birthmm/dd/yyyy

Filing status *Single

Contact

Phone numberEnter a value

EmailEnter a value

OccupationEmployee

Address

Street address123 STREET ADDRESS

CityYOUR CITY

State/regionWashington

Postal code98001

CountryUnited States of America

DependentsAdd

No dependents on this return.Add dependent

Drop it in Drake Imports

Copy the file into your Drake Imports folder. There is nothing to install and no connection to maintain.

Drake fills in the return

Start the client's return in Drake and enter their SSN. Drake finds the file and imports the values you reviewed.

Final tax reviewSave changesConfirm and generate

1Personal
2Businesses
3Rentals
4Form Assignment

Personal information

Review and update details for the taxpayer, spouse, and dependents.

Taxpayer

Name and identity

First name *JOHN

M.I.Enter a value

Last name *DOE

SSN *XXX-XX-0002

Date of birthmm/dd/yyyy

Filing status *Single

Contact

Phone numberEnter a value

EmailEnter a value

OccupationEmployee

Address

Street address123 STREET ADDRESS

CityYOUR CITY

State/regionWashington

Postal code98001

CountryUnited States of America

DependentsAdd

No dependents on this return.Add dependent

Brokerage gains, sorted for you

TXF classifies each 1099-B gain as short-term or long-term and imports it to Form 8949 and Schedule D, summarized by account.

41 documents Drake accepts from TXF

PDF (including consolidated PDFs), JPEG, PNG, XLSX, CSV or TXT, up to 50 MB each. K-1s are not supported.

For the full setup guide, see Drake Import in the TXF Resource Center.

Prior-year return
Driver's license
W-2
1098
1099-B
1099-INT
1099-DIV
1099-MISC
1099-NEC
1099-K
1099-OID
1099-R
1099-G
SSA-1099
W-2G
1098-E
1098-T
Donations
Profit and loss statement
Schedule C
Schedule E
Medical expenses
Property taxes
1095-A
1099-C
Balance sheet
Estimated taxes
1099-SA
5498 (IRA)
1099-DA
1099-LTC
1099-PATR
1099-Q
1099-S
CSA 1099-R
Form 2439
Passport
W-2C
Vehicle sales tax
Vehicle registration fee
MA 1099-HC

TXF also works with ProConnect

Intuit ProConnect Tax
Connect once through Intuit. Every return you review and export arrives in ProConnect as a new client return.

Drake Tax import

Final tax review, then one file for Drake

How TXF works
with Drake

Review, then generate one file

Drop it in Drake Imports

John Doe

Drake fills in the return

Brokerage gains, sorted for you

41 documents Drake accepts from TXF

TXF also works with ProConnect

Intuit ProConnect Tax

Questions

Start using TXF
on your next return

Drake Tax import

Final tax review, then one file for Drake

How TXF workswith Drake

Review, then generate one file

Drop it in Drake Imports

Drake fills in the return

Brokerage gains, sorted for you

41 documents Drake accepts from TXF

TXF also works with ProConnect

Intuit ProConnect Tax

Questions

Do I need to install anything to use TXF with Drake?

Which Drake Tax years does TXF support?

Which documents can TXF import into Drake?

How does TXF handle 1099-B brokerage data for Drake?

Can I send 1099-MISC income to Schedule C?

What if my client sends more documents after I export?

Start using TXFon your next return

How TXF works
with Drake

Start using TXF
on your next return