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Exporting Business returns from Juno to Drake

This article walks you through how to download your business return data from Juno and import it into Drake Software.

Prefer to Watch a Video?

Click here for a step-by-step walkthrough from the Juno team.

Note: If you're just getting started with Business Returns in Juno, see Preparer - Business Returns to learn how to prepare and validate your return before exporting. 

Step 1: Download the Drake Trial Balance from Juno

In the Juno web app, once all documents have been validated, click Download Drake Trial Balance. The file will save to your default downloads folder.

Step 2: Open the Client in Drake

Open Drake Software and navigate to the client you want to import data into. This can be a new or existing client.

Step 3: Run the Trial Balance Import

  1. At the top of the screen, click Import.

  2. Select Trial Balance Import.

 

3. Click Next on the first screen


 

4. On the file selection screen, browse to and select the file you downloaded from Juno in Step 1.

Step 4: Select Items to Import

Drake will display a list of all items available for import. By default, every item is selected.

  • Leave all items selected to import everything (recommended).

  • If needed, use the select/deselect options to include or exclude specific items.

Click Next. Drake will process the trial balance file and display the total number of items available for import.

Step 5: Complete the Import

Click Finish. Drake will add all imported items to the return.

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Questions

If any other questions on exporting to Drake come up, please contact Customer Support via live chat inside of the Juno Web App or email us at support@juno.tax. We're happy to help!