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Appendix A: Preseason ChecklistDrake Software User’s Manual Order check stock. Test-print check — After installing the software, set check ranges and test-print a check. Set bank fees and complete Firm Setup in the software.Review Equipment/Staff Needs Educate yourself to tax law changes — Do online research; visit and study the IRS Web site andstate tax departments sites. Learn new phaseout limits — Be prepared to explain to your clients why they no longer receivebenefits they’ve received in the past. Review or learn EIC rules — Prepare for EIC due diligence interviews. Review staffing needs — Set staff software security levels. Train your staff — Make sure everyone understands his or her duties and is familiar with the software.Train your staff through Drake ETC. Upgrade computers as needed — Ensure that your computers comply with system requirements. Test printers and modems to be used with Drake Software. Check phone cords and connections to be used during tax season. Check scanner — Review Drake-recommended scanners. If necessary, purchase a scanner to usewith the Drake Document Manager. Purchase office supplies such as folders, envelopes, paper, and toner.Install and Set up Software Review system requirements for software installation. Install the 2008 Drake Software CD. Customize program settings — Complete required and optional program settings. Check thepacking slip to verify the EFIN and enter new password and account number Setup > ERO. (Keeppacking slip, which contains your serial number and account number, in a safe place.) Perform database updates — Update the EIN Database from the prior year. Perform configuration updates — Update configurations for firm information, macros, etc.,from the prior year. Establish billing amounts — Setting your billable amounts now saves time later. Install PDF995.A-2 Tax Year 2008