How to Export DynaTax AI Data to Drake Tax Software
Complete step-by-step guide to exporting AI-prepared tax data from DynaTax to Drake Tax Software. Includes CSV format specifications, trial balance import, and line-item transaction details.
Drake Trial Balance Import
Drake Tax Software uses Trial Balance format for business entities (Form 1120-S, 1065, 1120). DynaTax exports an Excel file with GL account totals mapped to Drake codes.
Supported Entity Types
- Form 1120-S: S-Corporation returns
- Form 1065: Partnership returns
- Form 1120: C-Corporation returns
- Schedule C: Transaction-level CSV (not Trial Balance)
Drake Import Format
The export includes two levels:
- Summary Level (Main tab): GL account totals mapped to Drake codes
L= Schedule L (Balance Sheet)INC= Income (Form 1120-S, page 1)DED= Deductions (Form 1120-S, page 1)A= Form 1125-A (COGS)K= Schedule K (Pass-through items)
- Detail Level (17 worksheets): Line-item breakdowns (up to 30 items each)
Full Specification: DynaTax maintains complete Drake 1120-S import specification documentation. Contact support for the detailed Excel template.
Schedule C Export (CSV Format)
For sole proprietors (Schedule C), DynaTax exports a transaction-level CSV with line-item details:
CSV Headers
Date, Merchant, Description, Amount, Category, Tax_Category, Schedule_C_Line, TXF_Reference, AI_Confidence, Receipt_Attached, Review_RequiredImport Steps
- Export CSV from DynaTax (click "Export to Drake")
- Open Drake Tax Software and load client return
- Navigate to Schedule C worksheet
- Use Drake's "Import from CSV" feature
- Map DynaTax columns to Drake fields
- Review imported data and make adjustments
Frequently Asked Questions
Does Drake support direct TXF import?
No. Unlike ProSeries/Lacerte, Drake does not support TXF auto-import. Drake uses proprietary Trial Balance format for business entities and CSV for Schedule C transactions.
Can I edit data after importing to Drake?
Yes. All imported data can be edited within Drake. The import is a starting point; you should review and adjust as needed before filing.
What if my Drake version doesn't support the import format?
DynaTax provides the data in standard CSV/Excel format. If automatic import doesn't work, you can manually enter the data using the exported file as a reference. Contact Drake support for version-specific import instructions.