Drake Tax – Setup Options Overview

Article #: 18202

Last Updated: November 06, 2024

 


Tags: Drake Tax

Drake Tax logo

You can customize Drake Tax by going to Setup > Options and selecting from the options on the available tabs. Note that some options vary depending on the year of Drake Tax being used and your preparer security settings or rights.

Image of Setup > Options > Data Entry tab

Data Entry Tab

Calculation & View/Print Tab

Form & Schedule Options Tab

Optional Documents Tab

  • Folder coversheet

  • Prior year(s) comparison form - see Drake Tax - Comparison Sheet - Frequently Asked Questions

  • Return summary

  • Bill summary

  • Labels

  • Taxpayer address drop list

    • Do not print taxpayer envelope sheet with organizer

  • IRS service center address

  • State address

  • City address

  • K-1 address

  • Firm address

  • Do not print firm envelope sheet with organizer

  • Estimated payment coversheet

Optional Items on Return Tab

Client Communications Tab

Billing Tab

States Tab

  • Choose a state for state-specific options.

EF Tab

Administrative Options Tab

This tab is shown for preparers with admin level logins only.