Videos
Drake Tax
Getting Started
Drake Tax Setup
Software Customization
Software Navigation
Business Returns
Data Entry Navigation
Tax Topics
Imports and Exports
Client Communications
Drake Scheduler
Letters and Labels
Organizers
Billing
e-Filing
Individual Returns
Data-Entry Navigation
Tax Topics
Imports and Exports
Productivity Tools
Client Status Manager
Drake Documents
Reports
Return Review
Tools
Drake Tax Online
Drake Accounting
Accounting
Forms and e-Filing
Payroll
Setup and Tools
Drake Hub
Drake Workflow
Drake Portals
Drake Pay
Partner Products
Bank Products
Audit Protection
Gruntworx
Web1040
Spanish
Go to Support Site
Setup Assistant
This guide will teach you how to complete the Setup Assistant screen that launches when first opening Drake Tax.
Other videos in this category:
Drake Tax Setup
Software Customization
Software Navigation
e-File Password Setup
How to setup e-File Passwords.
[CC]
Firm Setup
Enter information about your firm prior to processing tax returns.
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]
