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Firm Setup

Enter information about your firm prior to processing tax returns.
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.
Auto Updates (2018 -Current)
Learn about Drake Tax’s automatic updates feature.
ERO Set Up Screen
Follow these instructions to complete ERO setup to begin filing returns electronically.