Drake Setup and Printing Instructions

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1. Before a return is ready to print, it must have a signature date on the 8879.
2. Select the PIN screen from the client data entry page.
   
3. Ensure the PIN signature date is selected.
4. From the data input screen, click View/Print to print a single return.
5. To print in bulk, click the printer icon from the tax return dashboard.
6. Select the returns you want to print.
   
7. Click Print.
   
8. The following instructions will make the printing process more efficient.
   
9. From the document print page, click Setup > Printing.
   
10. Click 'Sets' Setup.
11. In the Client set, Set Drake PDF Printer as the default printer.
12. Make sure the Print set box is checked.
    
13. When bulk printing, disable the automatic opening of the PDFs.
    
1. Click Edit Printer Settings Tab.
   
2. Select Drake PDF Printer from the dropdown.
   
3. Uncheck Launch Adobe after creating a Drake PDF.
4. Click Update > Save.
   
14. From the form select screen, click the Sets tab > Clients.
1. Ensure that the Client Set is configured to include the eFile Authorization Forms,  Estimates, and Payment Vouchers.
   
15. Click the Print icon.
    
16. Make sure the Drake PDF Printer is selected next to Client.
    
17. Uncheck Select/Unselect All password checkboxes.
    
18. Click Print.
    
19. A Save As box will open.
    
1. If you have Drake Documents enabled, the pdf will default to save in the Drake Documents directory for the client.
   
20. Click Save.
    
21. If bulk printing, click Next to navigate to the next client to print, and repeat the previous steps to select the print set, print options, and save location.