How to Upload File From 2017 to 2016 in Drake

How do I update my clients from the prior yr?

If your business firm used Drake Software last year, you can save fourth dimension past updating prior-year returns from the prior yr (20XX) of Drake Tax.

​Before updating, dorsum up your Drake files and cheque that your plan's prior year data path points to your firm's prior twelvemonth data files. (To check the prior year data path, come across Troubleshooting below.)

Updating Client Returns

By default, the following data from a render is brought forward from the prior-yr program:

Names and Addresses	Depreciation	Birth Dates
Filing Statuses	Occupations	Dependent Names
Concern Names	Installment Sales	ID Numbers

Certain information and screens are not brought forwards through the update process:

• Screen 99G 1099-G Government Payments is never updated.
• Bank account and routing numbers are not updated unless the choice Update DD (Direct Eolith) Information if allowed past the state is marked on the additional update options window. This is subject to country limitations as detailed in Related Links below.
• Screens C, Eastward, or F are non updated when the checkbox "taxpayer tending of business during 20XX" or "Property/Farm was disposed of in 20XX" was checked in the prior year.
• Screen 2 Dependents is non updated if the boxDo NOT update to side by side twelvemonth is marked in 20XX.
• The return volition non update if the principal taxpayer is deceased-- run intoRelated Links for details -- or if the boxDo NOT update client to next year is marked on the MISCscreen.
• If the return is marked every bit a final return in the prior year, information technology will not be updated.
• Screen 99R does not update if the Total Distribution box is checked.
• Form 706 cannot exist updated from ane year to some other. This is because they are airtight out the same year that they were filed.
• Of import: Some states have specific requirements that prevent updating (or crave flagging) some taxpayer information-- seeRelated Links for details.

You have the option of manually selecting other data to bring forward during the update process.

To ensure that files are updated according to your clients' needs, update returns individually as you encounter with your clients throughout tax season.

​Drake does non recommend updating all returns in a parcel at the same time.

To Update Returns Individually

1. Open up the return in DrakeYY.
   1. If the return does not be in DrakeYY (it hasn't been updated or created however), an Update Options dialog box appears listing all options for updating. If the client's return opens without an Update Option window, see Troubleshooting below.
2. Select boosted items to be updated or click Select All to cull all.
   • Note: the Update Options that you choose volition be saved and volition be selected the next fourth dimension you update a return, simply you can always change the selection on a return-by-return ground.
3. Click Update 1040 (or other return type).

If a return is password protected, you lot will be prompted to enter the password before updating will go on.

Once the program has updated the return, information technology opens the return to the main Data Entry Card.

To Update Returns Globally

Updating all returns in a batch is non recommended. Password protected returns will not be updated during the batch update process. If you do non want a particular return to exist updated during the batch procedure, check the boxDo NOT update client to adjacent yr on the MISC screen in the prior year program.

This characteristic is non ​available in the December release of the software (first software release), and does not update existing returns.

1. From the Home window, select Last Year Data > Update Clients 20XX to 20YY.
2. Click Next.
3. Select filters (optional) and and so click Proceed.
4. Select boosted items to bring forward (optional).
5. Click Update 1040 (selection of update options and this step are repeated for each render type).
6. In one case the program has updated the returns, information technology displays a written report listing the returns that were updated. Click Exit to close the Report Viewer.

All returns are updated according to selections in the Update Options box. One time returns have been updated, the updates cannot be reversed. To avert oversights, update each render individually. Note that global update is not available until the January software release is installed.

Troubleshooting

To check your program'southward 20XX information path:

1. Log in to DrakeYY as Admin.
2. From the Home window, select Setup > Data Locations.
3. Look at the Location for 20XX client files field.
4. If the correct path is non displayed, make the necessary changes and click OK.

Client return already exists/ No Update Selection window is displayed

1. If the return opens instead, it already exists in DrakeYY. If y'all want to re-update the existing return, leave the return and become to Last Year Data > Update Clients 20XX to 20YY from the Home screen.
2. Enter the SSN or EIN in the individual render window, click Add together Customer and Next.
3. A alert screen appears advising you that the render already exists. The warning provides data about the render and the software version used to update or create it. ClickYesto confirm an update and to proceed. You will be asked once more to confirm that you lot want to delete all data in the existing render and update it.
4. Click Yes to the final confirmation to open the Private Update Options dialog box.
5. Select additional items to be updated or click Select All to choose all.
6. Click Update 1040 (or other return type).

Note: Yous can bring information from the prior year forward, but yous cannot move current year information to a prior twelvemonth.

No names are showing in the Last Year Information Card, merely I tin update the return when typing in the full SSN under Open/Create.

Become to Last Year Data and select Build EIN/Proper noun from 20XX. This will permit the prior year names to exist shown under the Last Twelvemonth Data > Update Clients menu. Note: Y'all may want to as well get to Tools > Repair index Files > Repair All > Continue > check Include Prior yr clients in the proper noun alphabetize. This will repair and update the index files to show the file names from the prior year software.

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Source: https://kb.drakesoftware.com/Site/Print10867.aspx

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