Preparing Drake data for conversion to UltraTax CS

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New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

The first step to prepare data for conversion from Drake to UltraTax CS is exporting the data in the proper format and preparing the files for our Conversion Team. Complete the steps below to create the files you'll need to provide to convert your data for use in UltraTax CS.

If you are just getting started, check out the Conversion Toolkit before you continue with the steps in this article.

2018 forms and schedules that convert from Drake

If you are converting 2018 data from Drake to UltraTax CS, the following forms will convert.

General information Schedule Form Facsimile
Demographic Information Schedule A 4835 W2
Direct Deposit Info Schedule B 2106 W2-G
Payments Schedule C 2441 1099R
Misc. Income Schedule D 4797 SSA-1099
Misc. Deductions Schedule E 5329 5498SA
Education Expenses Schedule F 6252 1099-MISC
IRA Information Schedule H 8839
Keogh/Sep/Simple Schedule K-1
Depreciation Schedule K1-T
Auto Expenses
Prior Year Carryovers
General information Schedule Form
Demographic Information Schedule B 1125-A
Page 1 Information Schedule D 4797
Payments Schedule E 6252
Shareholder Information Schedule F 8609
Rent and Royalty Schedule K
Depreciation Schedule K-1
Prior Year Carryovers Schedule L
Schedule M-1
Schedule M-2
Schedule M-3
General information Schedule Form
Demographic Information Schedule B 1125-A
Page 1 Information Schedule D 4797
Partner Information Schedule F 6252
Rent and Royalty Schedule K 8609
Depreciation Schedule K-1
Prior Year Carryovers Schedule L
Schedule M-1
Schedule M-2
Schedule M-3

2017 forms and schedules that convert from Drake

If you are converting 2017 data from Drake to UltraTax CS, the following forms will convert.

General information Schedule Form Facsimile
Demographic Information Schedule A 4835 W2
Direct Deposit Info Schedule B 2106 W2-G
Payments Schedule C 2441 1099R
Misc. Income Schedule D 4797 SSA-1099
Misc. Deductions Schedule E 5329 5498SA
Education Expenses Schedule F 6252
IRA Information Schedule H 8839
Keogh/Sep/Simple Schedule K-1
Depreciation Schedule K1-T
Auto Expenses
Carryovers
General information Schedule Form
Demographic Information Schedule B 1125-A
Page 1 Information Schedule D 4797
Payments Schedule E 6252
Shareholder Information Schedule F 8609
Rent and Royalty Schedule K
Depreciation Schedule K-1
Carryovers Schedule L
Schedule M-1
Schedule M-2
Schedule M-3
General information Schedule Form
Demographic Information Schedule B 1125-A
Page 1 Information Schedule D 4797
Partner Information Schedule F 6252
Rent and Royalty Schedule K 8609
Depreciation Schedule K-1
Carryovers Schedule L
Schedule M-1
Schedule M-2
Schedule M-3

Before you provide data to convert

Before you prepare data for conversion, rename, renumber, or modify client IDs to avoid issues in the conversion process. Client IDs must be unique across all entities in UltraTax CS.

Prepare data for conversion

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  1. Create a folder on your desktop where you will export your Drake data.

  2. Copy and paste the files from your Drake data directory to the folder you created in step 1. Depending on which year of data you are converting, the default data directory for Drake is C:\DRAKE17\DT\ or C:\DRAKE18\DT\.

    For the most efficient conversion, you should send all data for a given year at the same time.

    The folder that contains the exported clients should resemble the following.

    Exported data for Drake

  3. Right-click the folder you created in step 1, and select Send to > Compressed zip, or ZIP the folder using your preferred method.

    Do not password protect or encrypt the ZIP file. Doing so will result in rejection of your submitted data.

Your data is now ready to be uploaded for conversion to UltraTax CS. Continue the process by setting up a conversion on the tax.tr.com website.

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