03. Set Up Tax Year
Covers ERO, firm, and preparer setup, pricing, and admin settings for each tax year.
Other videos in this category:
Learn how to use SmartExtract™ to upload supported tax documents and import tax data into Drake Tax Online.
See how Drake Portals, Workflow, and E-Sign work together to streamline document exchange, return tracking, and electronic signatures.
Learn how to prepare tax returns using the interview or direct form entry methods.