Hands-On Training

Gain practical experience preparing partnership tax returns using Drake Tax (2024).

Comprehensive Problem Solving

Work through guided examples and learn how to approach common partnership return preparation questions.

Practical Return Examples

Follow guided examples in Drake Tax (2024) and practice working through Form 1065 step by step.

About the Course

Build a practical partnership return workflow in Drake Tax. Work through partnership concepts, tax forms, and guided return preparation examples. Follow the demonstrations to connect tax concepts with software entries and return calculations. Use the detailed curriculum below to see exactly which lessons are included.

Kateryna’s Story: From Burnout to Freedom with a 6-Figure Seasonal Tax Business

I know what it’s like to be exhausted—working all day just to survive, studying at night, running on caffeine and hope.  For years, I woke up before sunrise to start my shift, then rushed straight to class in the evening, only to stay up late doing homework. I was tired. But I had a dream. Eventually, I earned my CPA license. I worked in the music industry, then at one of the Big Four firms—Ernst & Young—preparing complex tax returns for major clients. It was valuable experience, but deep down, I wanted something more: Freedom. Flexibility. My own business. So I left. I’ve now been self-employed for 5 years, working only during tax season—and taking the rest of the year for myself. Tax preparation gave me the life I dreamed of. If you’re tired but still dreaming—this is for you

Before you enroll

Format: recorded Form 1065 training in Drake Tax. Tax year: 2024 examples. Best for: bookkeepers adding tax services and tax professionals building partnership return skills. Preparation: basic tax knowledge is helpful. You need access to Drake Tax to practice alongside the demonstrations. Review the chapter and lesson list below before purchasing.

Explore the course curriculum

1 Chapter · 6 Lessons

    1. (Included in full purchase)

      Lesson #1: Overview of Partnership as business entity/Form 1065

    2. (Included in full purchase)

      Lesson 2: Financials – P&L and BS (TB) and Prior year info

    3. (Included in full purchase)

      Lesson #3: Book and Tax Adjustments

    4. (Included in full purchase)

      Lesson #4: Input Data into the Tax Software -Reconciling the Balance Sheet

    5. (Included in full purchase)

      Lesson #5: Input Data into the Tax Software - Reconciling the Income Statement

    6. (Included in full purchase)

      Lesson #6: Finalizing the return - Important points

Ready to Build Your Partnership Tax Skills?

Follow the lessons and build your confidence working through Form 1065 in Drake Tax.

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