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Drake Software User’s ManualSoftware Setup4. Enter Login Information. A login name is required for e-filing. Use of a passwordis optional.5. If applicable, enter the Preparer LTP Number for Oregon Tax Preparers.6. Indicate Return Signature Options.• PIN Signature — Enter the preparer’s five-digit PIN Signature.• Use PIN for:– 8879 PIN Signature — Select to activate the 8879 PIN signature.– Alternative Electronic Signature — Select to automatically fill in anyfield requiring electronic signature with the preparer’s PIN.7. Enter Power of Attorney information (necessary for Form 2848, Power of Attorneyand Declaration of Representative).– Preparer Designation — Select the designation under which the preparerhas authorization to practice before the IRS.– CAF Number — Enter the preparer’s Central Authorization File Numberassigned by the IRS.– Jurisdiction — Enter the jurisdiction in which the preparer is authorizedto practice before the IRS. If the preparer is an IRS Enrolled Agent, enterthe EA number here.8. Enter W-7 Acceptance Agent information for the preparer, if applicable.9. Click Save.Setting upPreparerSecuritySecurity options are available to Admin login only. Security settings must be establishedbefore a preparer can begin working in the software.To customize security settings for a preparer:1. From the Drake Home window, go to Setup > Preparer(s).2. Select a preparer and click Edit Preparer.3. Select Security > Custom Security.4. In the Preparer Security Setup window, select the menu items to which the prepareris allowed access. Items left blank are inaccessible to the preparer.Figure 2-5: Security setup5. Click Save. When prompted, click OK. Click Exit to close Preparer Setup.Tax Year 2008 17