cl2019 Posted September 20, 2020 Report Share Posted September 20, 2020 not sure if this is a relevant topic for this forum. Does anyone have experience changing from ATX Max to Drake. Can I import ATX backup file directly to Drake or is there any guidance on how to convert backup files from ATX to be able to upload/import to Drake? Thank you! Quote Link to comment Share on other sites More sharing options...
Lion EA Posted September 20, 2020 Report Share Posted September 20, 2020 There are a lot of Drake users here, so I'm sure you'll get some help. Also, check out the Drake forum hosted here. Quote Link to comment Share on other sites More sharing options...
Tax Prep by Deb Posted September 20, 2020 Report Share Posted September 20, 2020 You will use their Conversion Tool. It's pretty simple, biggest problem will be with your depreciation. You will need to check it carefully. My problem wasn't with the figures but if you have both Schedule C and Schedule E you will have to link them, also if you have more than one Schedule C or more than one Rental Property, you will have to assign numbers. But like mentioned, there are several of us using it and will be more than happy to assist, Drake also has great customer support! 1 Quote Link to comment Share on other sites More sharing options...
Lee B Posted September 20, 2020 Report Share Posted September 20, 2020 I switched several years ago after 20 years with ATX. As Deb said the conversion program works well. If I remember correctly there were several of the less common carryforwards that didn't convert completely. The reason for the depreciation issues is that Drake depreciation program has more parameters, fields etc so there is no way to convert more than the basic depreciation data, therefore you have to go thru each asset in order to finish the setup. I'll admit that Drake has several annoying idiosyncrasies. Also, even though it's my 3rd year with Drake, it still takes me a bit longer to prepare a return in Drake than it would in ATX. I have no regrets about making the switch. There were a number of threads in 2018 and 2019 that will give you more feedback. Quote Link to comment Share on other sites More sharing options...
cl2019 Posted September 21, 2020 Author Report Share Posted September 21, 2020 Thank you all for the help! Quote Link to comment Share on other sites More sharing options...
cl2019 Posted September 21, 2020 Author Report Share Posted September 21, 2020 Can anyone comment on what options are there for payroll return filing if convert from atx to drake? Atx payroll software is pretty handy I have to say. Does drake have similar soft ware? Or other online services? Thanks Quote Link to comment Share on other sites More sharing options...
Lee B Posted September 21, 2020 Report Share Posted September 21, 2020 15 hours ago, cl2019 said: Can anyone comment on what options are there for payroll return filing if convert from atx to drake? Atx payroll software is pretty handy I have to say. Does drake have similar soft ware? Or other online services? Thanks Again, please check the earlier discussion threads. Quote Link to comment Share on other sites More sharing options...
Catherine Posted September 21, 2020 Report Share Posted September 21, 2020 I'll chime in, too. The conversion program is pretty darn good, and will take your 2019 returns and put them into Drake 2019, ready to roll forward. Depreciation is always the hard one, no matter WHAT software you are switching to or from. Convert all your completed returns now, and spend the post-Oct 15th deadline time fixing depreciation errors. Also view your completed returns IN Drake and make sure they match what they showed in ATX. Most of them will (or, have taxable income and total tax within a buck or two - close enough!). The few that don't will have some issue or other - track 'em down this year. Play with some of the test returns to get a feel for Drake. The most annoying thing for me when I switched (mid-Feb 2013, during the 2012 season database debacle) was having to "view" the return when I wanted to see the form (instead of the data entry screens). However, Drake calculates and views the return faster than ATX changes screens, so it was more a problem in my head than an actual issue. YMMV. Quote Link to comment Share on other sites More sharing options...
cl2019 Posted September 21, 2020 Author Report Share Posted September 21, 2020 3 hours ago, Catherine said: I'll chime in, too. The conversion program is pretty darn good, and will take your 2019 returns and put them into Drake 2019, ready to roll forward. Depreciation is always the hard one, no matter WHAT software you are switching to or from. Convert all your completed returns now, and spend the post-Oct 15th deadline time fixing depreciation errors. Also view your completed returns IN Drake and make sure they match what they showed in ATX. Most of them will (or, have taxable income and total tax within a buck or two - close enough!). The few that don't will have some issue or other - track 'em down this year. Play with some of the test returns to get a feel for Drake. The most annoying thing for me when I switched (mid-Feb 2013, during the 2012 season database debacle) was having to "view" the return when I wanted to see the form (instead of the data entry screens). However, Drake calculates and views the return faster than ATX changes screens, so it was more a problem in my head than an actual issue. YMMV. Thank you, Catherine for the detailed guidance. 1 Quote Link to comment Share on other sites More sharing options...
cl2019 Posted September 21, 2020 Author Report Share Posted September 21, 2020 3 hours ago, cbslee said: Again, please check the earlier discussion threads. Thank you. I will search earlier threads! 1 Quote Link to comment Share on other sites More sharing options...
Tax Prep by Deb Posted October 2, 2020 Report Share Posted October 2, 2020 They have Drake Accounting that includes they payroll forms. It works ok but not as easy as ATX. I make it work for me. Better than paper filing any day. Quote Link to comment Share on other sites More sharing options...
Terry D EA Posted October 28, 2020 Report Share Posted October 28, 2020 I too am using Drake Accounting for payroll processing. Agree it a bit quirky at first but now that I have learned it, no problems. 2 Quote Link to comment Share on other sites More sharing options...
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