Drake Software Evaluation Guide

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6 | I n s t a l l i n g t h e S o f t w a r e 2 0 0 8 D R A K E S O F T W A R ETo register your copy of Drake 2008, go to DrakeSoftware.com and click the registration link. Youwill receive an e-mail with your assigned EFIN and password. Enter this EFIN and password whencompleting ERO Setup. See “ERO Setup” on page 20.INSTALLATION FROM CDComplete the following steps to install Drake Software from CD:1. Insert the 2008 Drake Evaluation CD into the CD drive.2. After the introduction, from the menu, click Install Drake Software.3. From the installation window, choose Install Drake 2008 Tax Software. Other installationoptions include Install Client Write-Up and Install PDF995 (PDF Printer).4. Read and accept the licensing agreement. Click Next.5. Select which programs to install: Install 2008 Drake Tax Software and Install State TaxPrograms are the defaults. Click Next. If you choose to not install states at this time, you mayinstall states later. See “State and City Programs” on page 7.6. Select a location to install Drake Software. If this is your initial installation, click New. IfDrake Software has been installed on your computer or network before, choose the drivewhere you want this installation stored and click Next.7. Enter DEMO in the text box. Click Next, and in the small popup window, click OK.8. If this is your initial installation, choose an installation drive from the list of available drivesand click Next.___NOTEIf a drive letter does not appear, the software has determined that there isnot enough space on the drive.9. If you chose to install states at this time, the Select States to Install/Update window isopened. Select from States on CD in the left pane. Click Select or Select All. The selectedstates appear on the right side and are updated automatically unless removed from the list.Click Next.10. Click Install to continue.11. When the installation is complete, click Finish to return to the main installation window.12. Choose to install Client Write-Up, PDF995, the Drake software manuals, practice returns, orIRS publications, or click Exit.After the program has been installed, three icons appear on your desktop:• Drake 2008 Tax Software• Drake 2008 Tax Planner• Drake Document ManagerTo start the program, click the Drake 2008 Tax Software icon.Drake Software Evaluation GuideCopyrighted Material
2 0 0 8 D R A K E S O F T W A R E I n s t a l l i n g t h e S o f t w a r e | 7INSTALLING FROM DRAKE SOFTWARE WEBSITEComplete the following steps to install Drake Software from the website:1. Go to www.DrakeSoftware.com and click Products > Download Center.2. Enter your EFIN and Drake password.3. Choose the software package to download (Drake 2008).4. Double-click the download link. The File Download - Security Warning window opens.Click Save.5. Choose a location to save the download. For instance, on the computer’s desktop or hard drive.6. The download begins, showing you the progress on a status bar.7. When the download is complete, double-click the file you downloaded, Drake08_Federal.exe.If the Open File - Security Warning window is opened, click Run.8. Click Yes to begin installation. Select the drive on which to install Drake (local hard drive ornetwork drive) and click Install.9. Enter your Drake serial number if this is a first-time installation. Enter DEMO to install thesoftware as the limited demonstration version. Click OK.10. A message appears to verify that you are installing the Drake Software Demo Version. ClickOK. Another message appears to verify the installation drive. Click Yes to continue.11. After installation is complete, click Exit to exit the installer.After the program has been installed, three icons appear on your desktop:• Drake 2008 Tax Software• Drake 2008 Tax Planner• Drake Document ManagerTo start the program, click the Drake 2008 Tax Software icon.STATE AND CITY PROGRAMSInstalling state and city programs is optional since state and city programs do not have to beinstalled on the hard drive in order to process and electronically file state tax returns. State and cityreturns are calculated directly from the CD if the disc remains in the CD drive during returncalculation.___NOTEDuring tax season, install the applicable state programs and install updatesdaily to ensure you have the most up-to-date information available.Copyrighted MaterialDrake Software Evaluation Guide
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