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Drake Software User’s ManualSoftware SetupSoftware SetupPerform setup procedures after installing the software and before attempting to prepareor e-file returns. Some setup procedures are required; others are optional.Table 2-3: Setup Procedures: Required and OptionalRequired Setup ProcedureOptional Setup ProceduresFirm(s) (See “Firm Setup” on page 14.) Options (See “Options Setup” on page 24.)ERO (See “ERO Setup” on page 15.) Pricing (See “Pricing Setup” on page 33.)Preparer (See “Preparer Setup” on page 16.) Macros (See “Macros Setup” on page 34.)Directories/Paths (See “Directories and PathsSetup” on page 20.)Update Profile (See “Update Profile Setup” onpage 22.)Pay Per Return (See “Pay Per Return Setup(PPR Clients Only)” on page 19.)Letters (See “Introduction to Letters inDrake” on page 35.)Colors (See “Color Setup” on page 41.)Printing (See “Printing Setup” on page 41.)Prior-year Drake clients can bring forward most required program settings from lastyear’s program. See “Updating Settings” on page 70 for details.Logging in as AdminLog in as Admin before entering setup information. The Admin login can access thefollowing features not available to other logins:• Preparer setup security features in Setup > Preparers• Additional features in Setup > Firm(s) and Setup > Directories/Paths.• Administrative options in Setup > Options, Administrative Options tab.• Additional tracking information on the TRAC screen in data entry.NEW FOR2008A preparer can now be given full administrative rights. See “Setting upPreparer Security” on page 17.Setting anAdminPasswordShortcut: Doubleclickthe ADM rowto edit it.To set a password for the Admin account:1. From the Drake Home window, select Setup > Preparer(s).2. Click the Administrator (ADM) row, then click Edit Preparer.3. Enter a password in the Password field. Passwords can be up to eight characters(alphabetic and/or numeric) and are not case-sensitive.4. Re-enter the password in the Password (Repeated) box.Tax Year 2008 13