Drake Tax – Firm Setup and e-File Confirmation

Article #: 14347

Last Updated: November 06, 2024

 

Tags: efile

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How to Complete Setup > Firms

After completing Setup > ERO, you must complete your Firm set up by going to Setup > Firms. See https://support.drakesoftware.com/Video/firm-setup for more information about the required firm information.

Your active Firm must be in the first line under Setup > Firms.

On the Firm Information tab, all fields with red text must be completed before the screen will allow you to save your progress.

Several states also require the Telephone number and Email Address to be completed on the Firm Information tab.

Image of the Firm window

Important  Some states do not allow the firm/preparer address to exceed 30 characters. If you receive an EF Message regarding this, the firm/preparer address will need to be abbreviated to satisfy the 30 character rule.

Indiana (IN) - EF Message 1234

Maryland (MD) - EF Message 0047

Next, complete the e-File Confirmation, by taking the following steps:

  1. On the Firm Setup screen there is an e-file confirmation section just below the list of firms that have been set up. In this field, enter the EFIN number that has been registered with Drake and click Confirm.

    Image of EFIN field on Setup - Firm

  2. A message screen appears showing that communication has begun and may take a few moments.

    Image of communication has begun window

  3. A status window indicates the registration status

  • If successful:

You will receive an alert that the EFIN was properly registered with Drake.

Image of EFIN has been properly registered window

You will see a green check next to the EFIN number in the e-file confirmation section.

Image of approved EFIN on Setup - Firms

​Be sure to click ​Save​ after your e-file confirmation has been approved.

  • If unsuccessful:

You see an error message; click OK. See EFIN Registration or Change for the steps on registering the EFIN with Drake.

Image of EFIN has not been registered window

A red X appears next to the EFIN in the e-file confirmation section of the Firm Setup screen.

Image of EFIN not approved for e-file on Setup > Firms

If, after sending the EFIN Application Summary to Drake Software, you are still unable to get an approval, please contact Drake Support at (828) 524-8020.