Preparer Setup

Grant preparer status to office staff who will be preparing tax returns. [CC]
Other videos in this category:
Get started with Drake Tax by following the directions found in the quick start tutorial.
Is your firm considered single-user or multi-user? This video explains the differences and provides examples of each scenario
Easily create and use macros to speed up repeated tasks, such as automating the creation of Form 2848 for every completed return. [CC]