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Administrative Options Setup

Customize the software to suit your practice’s needs using administrative-level controls to change data entry screens, adjust billing and payment options, and more.
Other videos in this category:
Installing state programs
State programs are available on the January release of Drake Tax. Once available, states can be installed during installation of the software or, from Tools menu in the software.
Firm Setup
Enter information about your firm prior to processing tax returns.
Macros
Easily create and use macros to speed up repeated tasks, such as automating the creation of Form 2848 for every completed return.