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Comprehensive Income Tax Course
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Forms and Schedules
Drake Sample Clients
2016 Sample Clients
Samples with AL state
Samples with AZ state
Samples with IL state
Samples with MD state
Samples with MI state
Samples with WI state
2017 Sample Clients
2018 Sample Clients
Tax Planning Samples
Drake Video Library
Comprehensive Income Tax Course
Home
Forms and Schedules
Drake Sample Clients
2016 Sample Clients
Samples with AL state
Samples with AZ state
Samples with IL state
Samples with MD state
Samples with MI state
Samples with WI state
2017 Sample Clients
2018 Sample Clients
Tax Planning Samples
Drake Video Library
More
Home
Forms and Schedules
Drake Sample Clients
2016 Sample Clients
Samples with AL state
Samples with AZ state
Samples with IL state
Samples with MD state
Samples with MI state
Samples with WI state
2017 Sample Clients
2018 Sample Clients
Tax Planning Samples
Drake Video Library
Tax Planning Samples
Tax Planning Samples - Instructions
1 - View videos below before beginning samples
2 - Download Sample 1 and download a copy of the Future Value Excel spreadsheet
3 - Create the tax return in Drake based off of the information provided
4 - Fill out the Future Value Excel spreadsheet based of the information provided
5 - Follow instruction in the sample problem and prepare required scenarios
6 - When complete, contact Wade to go over the problem and any questions
Tax Planning Sample Videos - Steps in the Process
Overview - 6 min
Step 1 - Data Collection - 5 min
Step 2 - Drake - 6 min
Step 3 - Future Value Excel - 19 min
Step 4 - Tax Planner - 13 min
Sample Assignments Overview - 8 min
Full Example - 48 min
Future Value Excel
Blank Master Template v17 with RMD.xlsx
Sample 1 - Sally Swordfish
Sally Swordfish Information Template.xlsx
Sample 2 - Tom & Toni Tuna
Tom and Toni Tuna Information Template.xlsx
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