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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:

Setup Assistant

This guide will teach you how to complete the Setup Assistant screen that launches when first opening Drake Tax.

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.

Macros

Easily create and use macros to speed up repeated tasks, such as automating the creation of Form 2848 for every completed return.