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11669: Pay Per Return - Package Pricing and Details


Pay Per Return (PPR)

What is the Drake Tax Pay Per Return product? 

 

If you prepare a small number of returns, the Pay Per Return (PPR) version of Drake Tax might be right for you. Details regarding pricing can be found on the support website pricing page. State programs and e-filing* are available at no additional charge with all versions of Drake Tax. 

See Related Links below for PPR Use - Restrictions and Notes. 

A PPR user can purchase:

  • Additional Individual Returns (1040, 1040-NR, 1040-SS Returns) - 10 returns included, purchase more as needed
  • Business/Entity Returns (1120, 1120-S, 1120-H, 1065, 1041, 990, 706 Returns) - 0 included, purchase as needed
  • Drake Accounting - choose from: 
    • Professional Edition (accounting and payroll)
    • Forms Edition (forms only, included in the Professional Edition)
  • TheTaxBook WebLibrary Plus Research Tool
  • Drake Portals
  • GruntWorx Dollars

Internet Required

Internet access is required for the use and activation of the PPR version of Drake Tax and the purchase of additional returns. As with the Pro package, internet access is also required to keep the software updated. 

Upgrading from PPR to Pro

You can upgrade your PPR package to the Pro package at any time. For more details, review the Account details on Setup > Pay Per Return or contact the accounting department at (828) 349-5900.

If you have upgraded to Pro, you can convert your existing software installation to unlimited by opening the Pay Per Return window. From the home screen of the software, select Setup > Pay Per Return. A message will display that your software has been upgraded to Drake Tax Pro. 

Note that an internet connection is required if the software was ever in PPR mode. 

If you are prompted to purchase additional returns after upgrading to Drake Tax Pro, take the following steps (even if you completed this setup previously):

  1. Log in to the Support site and go to Downloads > Drake Tax.
  2. Locate the e-file Password line and click Copy.
  3. In Drake Tax, go to Setup > Electronic Filing and Account Information (ERO) and paste the password in the e-file Password field.
    • This password is case-sensitive so you should use copy/paste to prevent typos.
  4. Click OK.
  5. Go to Setup > Firms.
  6. Select Firm 1 and click Edit Firm (or double-click to edit).
  7. Beside your EFIN, click Confirm.
  8. Then click Save.

If this action does not resolve the issue, please call Drake Software Support for assistance at (828) 524-8020.

This process also applies to any prior year installations of Drake Tax that were originally PPR, but have been upgraded to Pro.


*see KB 11426 for details. 


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