10884: Setup Assistant

The Setup Assistant is a tool designed to take you step-by-step through completing the screens in the software that are necessary to e-file. Selecting the Do not show Setup Assistant at program startup box prevents the Setup Assistant from being display at startup.

You can open the Setup Assistant anytime by selecting the Help menu and choosing Setup Assistant.

Choose between importing your settings from last year (returning users) or the quick setup (for new users). 

Note: You can also access the Update Settings options under the Last Year Data menu which takes you to the same update screen as the Import my Settings... option. 

If the Setup Assistant still displays a red “X” for preparers, you have not set security for any preparer. You can clear the Setup Assistant red “X” for preparers by editing an existing preparer, or by adding a new preparer, and setting security for that preparer.

Help for completing the Setup Assistant screens may be found in Drake Software Help, available on the Home window of the software from the Help menu or by calling support at (828) 524-8020.