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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.

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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.

ERO Set Up Screen

Follow these instructions to complete ERO setup to begin filing returns electronically.

Setup Assistant

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