Overview

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).

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.

Quick Setup

For new users, select the Quick Setup option and click Continue. You will be prompted to set up each section by clicking the appropriate icon:

• Electronic Filing & Account Information

• Firm Information

• User Information

• Apply for Drake Pay

Clicking on the icon for each section brings you to a screen to configure your details. Clicking the Apply for Drake Pay section will take you outside of the software to the Drake Pay Application website.

Import Settings

For returning users, you have the option to import your settings from the previous years software. This will allow you to import EF, Firm, User, Pricing and General Settings. Select Import my Settings from Drake Tax and click Continue. You will be prompted to view and update each section:

• EF & Account Information (ERO)

• Users

• Firms

• General Settings

• Federal Pricing

• State/City Pricing

• Letters

• Scheduler Appointments & Settings

Clicking each of the icons will bring up a list of settings from the previous year. You can select from the list what you would like to update, and click Update Settings to carry over the chosen settings.

Adding a Firm

During the Quick Setup, you can add a Firm by selecting Firm Information. You will be prompted to enter information for your first firm. You will be able to add and edit more firms later.

To add a Firm after setup, click Setup and select Firms. In the Firm Setup window, you can Add, Edit, or Delete a Firm via the top menu.