Drake Export

Drake Export

Note: Drake exports in all caps. If you want to retain all caps, please let us know, otherwise, we will convert to proper case. Please know names such as "MCDONALD" will convert to "Mcdonald".

1. Go to Reports at the top of Drake > Report Manager

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2. Select New Report Tax return dataOk

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3. Add Report Title Report Description Add all the following Categories

  • Return Type
  • Taxpayer Name, Taxpayer First Name, Taxpayer Last Name, Taxpayer ID, Taxpayer Email Address, Taxpayer Cell Phone
  • Spouse First Name, Spouse Last Name, Spouse Email Address
  • Street Address, City, State, ZIP Code

4. Click Next Save Continue Export to Excel

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Further instructions can be found here: Export Client Email Addresses from Drake


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