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Firm Setup

Enter information about your firm prior to processing tax returns.
Other videos in this category:
Quick Start Tutorial
Get started with Drake Tax by following the directions found in the quick start tutorial.
Macros
Easily create and use macros to speed up repeated tasks, such as automating the creation of Form 2848 for every completed return. [CC]
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. [CC]