What Happens to Your Drake Tax Portal Account When You Die
Quick Facts
Type
CPA practice software
Client access
Via CPA portal
Returns
Contact CPA directly
Step-by-Step Guide
Identify the CPA or tax preparer
Drake Tax is professional software used by CPAs and tax preparers. Identify who prepared the decedent\'s returns.
Contact the CPA with a death certificate
Provide the CPA with a certified copy of the death certificate and letters testamentary to request copies of all filed returns.
Request copies of all prior-year returns
Ask the CPA to provide PDF copies of all returns they prepared, including all schedules and supporting documents.
Discuss the final return
Ask the CPA whether a final return needs to be filed for the year of death and whether they can prepare it.
Document Now Checklist
- Note the CPA or tax preparer\'s name and contact information
- Request copies of all prior-year returns
- Confirm whether a final return is needed
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Start your vault — free for 30 daysLast verified: June 2026. Platform policies may change. Verify current procedures directly with Drake Tax Portal. This guide is for informational purposes only and does not constitute legal advice.
Related Guides
Final Income Tax Return (Form 1040)
The final income tax return covers January 1 through the date of death. It must be filed by April 15 of the year after death. Late filing triggers penalties and interest.
Estate Income Tax (Form 1041)
Form 1041 is required if the estate generates more than $600 in gross income during any tax year while it remains open. Income includes interest, dividends, rent, and capital gains earned by estate assets after the date of death.
Estate Tax Return (Form 706)
Even if the estate is below the federal threshold, you may still need to file Form 706 to elect portability — which transfers the unused exemption to the surviving spouse. This election is critical and must be made on a timely filed Form 706.
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