Delivery Method

TaxAutomate delivers completed return data using the method appropriate to each supported tax software platform.

Return data is delivered per client and covers all extracted form data for that return.

Field Mapping

Extracted data is mapped to the corresponding input fields in each tax software platform.

Drake Workflow

1. 1

   Direct data entry by the desktop agent

   Install the TaxAutomate desktop agent on the Windows machine where Drake runs (one-time setup). The agent enters the completed return directly into Drake's own data-entry screens (Drake 2024 and 2025), field by field, like a preparer would — so Drake's own validations run on every field. No import files are generated and nothing is written into Drake's data folder. One click launches Drake with the completed return open, ready to review.

2. 2

   Review the entered data

   Verify the entered data on each screen before completing the return.

ProSeries Workflow

1. 1

   Upload client documents in the browser

   Upload your client's documents to TaxAutomate in the browser — no installation required.

2. 2

   Client identity imported from your ProSeries files

   TaxAutomate reads your existing ProSeries client files to import client identity:

   • ProSeries 2023/2024: .23I, .24I client files
   • ProSeries 2025: .25I client files
3. 3

   Return data delivered ready for ProSeries

   TaxAutomate's AI prepares the completed return, and the return data is delivered ready for ProSeries.

4. 4

   Review the return data

   Verify the return data on each worksheet before completing the return.

Review & Validation

Recommended Checklist

• Verify taxpayer and spouse SSNs match source documents
• Confirm employer/payer EINs are correct
• Check all dollar amounts against original forms
• Review any fields marked with low confidence scores
• Verify state-specific data for multi-state returns
• Confirm K-1 allocations match supplemental schedules

Confidence Indicators

Common Considerations