User's Manual - Drake Software

Drake Software User’s Manual
Software Setup
To search for preparers entered into the program:
1. From the Drake Home window, go to Setup > Preparer(s).
2. Click Search.
3. Enter preparer information in the Find Preparer Record box. As you type, the
software locates (and highlights) the record.
4. Click Close. Click Exit to close the Preparer Setup dialog box.
Pay Per Return Setup (PPR Clients Only)
Data Locations Setup
For information on setting up PPR, see Drake Software User’s Manual Supplement:
Pay Per Return (PPR), available on your Drake CD, through the software (from the
Home window in Drake, go to Help > Online Resources) and on the Drake Support
site at http://Support.DrakeSoftware.com (Training Tools > Manuals).
Data location settings (formerly Directories/Paths settings), which manage the locations
for data access and storage, is now configured when you install the program. To
change your settings (ADMIN only), select Setup > Data Locations from the Home
window. For more information, see “Single Workstations and Network Options” on
page 16.
CAUTION
Directory and path settings should not be changed during tax season.Changing
a drive letter during tax season can cause problems in
file storage and e-file processing. For details on setting network configurations,
see “Single Workstations and Network Options” on
page 16. For assistance, contact your office IT professional or Drake
Support.
Options Setup
Options Setup is
not required for
completing or e-
filing tax returns.
The tax software is shipped with the most common preferences set as the defaults. Use
Options Setup (accessible by clicking Setup > Options from the Home window) to
view or change the defaults for the various options available. Options are categorized
into tabs, as shown in Figure 2-7. (Only administrative users have the Administrative
Options tab.)
Figure 2-7: Tabs in Options Setup
Tax Year 2012 27