User's Manual - Drake Software

Installing from CD
Drake Software User’s Manual
2. Enter your EFIN and Drake password.
3. From the Resources Overview page, click Download Center (or from the blue
sidebar menu, select Resources > Download Center).
4. From the Drake Software list on the left side of the Download Center page,
select Drake Software 2012.
5. Read and agree to the License Agreement.
6. Scroll to the bottom of the window and click the Drake Software 2012 link.
7. When the File Download - Security Warning window is opened, select Save to
save the software to your computer or server.
8. When the download is complete, double-click the Drake12_Federal.exe icon,
and then click Run and Yes to begin the installation process.
9. Follow the steps to install the software to the drive of your choice. You will need
your account number and the serial number from your packing slip.
To download state programs, open Drake Software, go to Tools > Install State Programs,
and choose the option to install states from the Internet.
Initial Login
To open and log in to Drake for the first time:
1. Double-click the Drake Software 2012 icon on your desktop.
2. In the Preparer ID field of the Login window (see Figure 2-1), type ADMIN (not
case-sensitive).
3. In the Password field, type your serial number (printed on your packing slip).
4. Click Login.
Setup Assistant
Figure 2-1: Logging in as ADMIN
The Setup Assistant is opened automatically the first time you log in to Drake.
The Setup Assistant is opened automatically the first time you log in to Drake.
Designed to guide you through the software setup screens, the Setup Assistant appears
each time the program is opened until all required setup items are completed. A green
check mark (see Figure 2-2 on page 15) indicates that a setup item is complete. A red
“X” indicates or a question mark indicate an incomplete setup item.
14 Tax Year 2012