ISSUE: Predecessor Firm uses Drake to prep returns. 

SOLUTION: This guide can be provided to predecessor Firm to give us the backups needed to convert to Axcess Tax. 

Drake Client Data Conversion 

• Create a new folder – name foler Drake Sourcefiles.
• Browse to drive where Drake is installed and open the Drake21 folder. 
• Copy the DBF folder to the Drake Sourcefiles folder. Note: It is not possible to convert the tax files without the DBF folder! Skipping this step will result in submission cancelation. 
• Open the 2021 Drake Program. 
• Go to Tools, File Maintenance, Backup. 
• Check the Backup to locaor or network location box.
• Browse to locate and highlight the Drake Sourcefiles folder, click Select Folder.
• Select the Selective Backup then click Backup.
• Select Customize Backup and verify only the Tax Returns box is checked. 
• Check the File box next to each return to be converted, or select all for all returns. 
• Click Backup and close Drake when completed. 
• Zip the sourcefiles by right clicking on the Drake Sourcefiles folder. 
• Select Send to /Compressed (Zipped) Folder and save the file to your desktop.