User's Manual - Drake Software

Software Setup
Drake Software User’s Manual
Figure 2-4: Setup > ERO
NEW FOR
2012
Click the Use Firm #1 Info button (Figure 2-4 on page 22) to import the
information for the first firm listed in Setup > Firm(s) directly into the
General Information section of the Electronic Filing Setup window.
In the event you must edit your serial number, mark the Serial Number
check box and enter the changes.
Preparer Setup
3. Under Connection Settings, make a new choice if you wish to change from the
default setting (Always use my existing Internet connection) which works for
most computers. Contact Drake Support if you have trouble connecting to Drake.)
4. If your firm is a franchise or network, complete the Franchise/Network Information
fields. (See “Franchise/Network Requirements” on page 213.)
5. If applicable, enter in the Disclosure or Use of Tax Information field the name
of the franchise or network to which tax information must be disclosed in order to
apply for bank products. (The field facilitates compliance with IRS Regulation
7216; see “Taxpayer Requirements” on page 212.)
6. Click OK.
Preparer Setup fields and preparer security must be completed before a preparer can
begin preparing and e-filing returns. All preparers must be entered in Preparer Setup.
Data entry operators can also be entered. Each time a name is added to Preparer Setup,
a number is assigned to that name.
TIP
Include data entry operators in Preparer Setup to (1) track data entry
information and (2) easily set up Front Office preparers in the Scheduler.
(See “Scheduler” on page 85.)
22 Tax Year 2012