Drake Tax – Auto-Fill Preparer and Firm Number for New Returns

If you have enabled the option Autofill preparer and firm number on new returnsat Setup > Options > Data Entry tab, when you are logged in as a preparer and open an new return, your preparer and firm number are auto-filled on screen 1. If the setup option is not enabled, you must enter your preparer and firm number when you create a new return.

Regardless of your selection, if you are logged in as ADMIN, the program does not auto-fill this information, and you must enter the appropriate firm and preparer number on screen 1 each time you create a new return.