Drake Tax – Setup Assistant
Article #: 10884
Last Updated: October 21, 2024
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 this again box prevents the Setup Assistant from being display at start-up.
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.