Download User`s Manual - Drake Software

Drake Software User’s Manual
Other Resources
Partner Programs
From the sidebar menu, click Partner Programs to access information on Drake’s
partner companies that provide solutions for banking (including direct deport for Client Write-Up users), tax research, office supplies and checks, electronic tax payments,
audit assistance, and the Business Planning Group.
Other Resources
Other resources available to Drake customers.
DrakeHealth Referral Program
DrakeHealth is an incentive-based program that gives you an opportunity to earn revenue by referring people to affordable health care coverage options through eHealth, a
Drake partner and the nation’s leading online source of health care coverage. eHealth
provides a gateway to more than 180 insurance carriers offering more than 13,000
plans.
You receive a $50 referral fee for each completed application for an eligible plan properly submitted to and received by eHealth. (The referral fee is for a completed application; it is not contingent on the purchase of health care coverage.) Drake will
deposit referral earnings in your bank account (if you offer bank products) or mail a
check directly to you (if you do not offer bank products).
You first obtain a custom hyperlink in which a referral ID is embedded, and then place
the hyperlink everywhere you can in front of the public: on your websites, in your
email, on social media networks like Facebook and Twitter, or even on a kiosk in your
offices. You can also send email to your clients through Drake Software (from View
mode, click E-Mail > E-Mail to Client Affordable Care Act (ACA) Assessment) that
contains the custom hyperlink. (For details on emailing ACA assessments through
View mode, see “ACA Calculations” on page 257.) When the client accesses the
eHealth website through the custom hyperlink and completes an application, the
embedded referral ID automatically gives you credit for the referral.
For details and this program, go to DrakeHealth.com.
IMPORTANT
It is Drake’s interpretation of the Section 7216 regulations
that a preparer need not obtain a signed Consent to Use
before doing an ACA Assessment; however, should the
preparer use the information from the assessment to recommend a solution (that is, to refer the client to an online
source such as eHealth), then the preparer should obtain a
Consent to Use prior to performing the assessment.
Online ACA Calculators
Effective January 2014, the Affordable Care Act requires all taxpayers who are U.S.
citizens or legal residents to have at least minimum health care coverage. To help you
help your clients get the insurance they need, Drake has included ACA calculators at
Tax Year 2014
329