Drake Setup Instructions

1. Accessing the Setup Menu
1. Open your tax software application.
2. Navigate to the Setup menu.
3. Select Printing from the options.
4. Choose Device Setup to configure your printer settings.
2. Configuring Printer Settings
1. Print Settings:
1. This section is for setting up your physical printer.
2. Ensure you select the correct printer (e.g., PDF printer) if you plan to print tax returns digitally.
2. Shading Options:
1. Be mindful of shading options as they might affect the print quality.
2. Avoid making unnecessary changes to shading settings to maintain default print standards.
3. Margin Adjustments:
1. Do not adjust the margins unless absolutely necessary, as default settings are optimized for standard prints.
3. Setting Up Print Collations
1. Accessing Sets:
1. Within the printing setup, navigate to the Sets option.
2. This is crucial for defining which forms print with which copy of the return.
2. Understanding Sets/Collations:
1. Different tax software may have different terms (e.g., UltraTax uses "collations", CCH uses "return copy").
2. These sets define the intended recipient or use case for each printed copy (e.g., client copy, office copy).
4. Additional Recommendations
1. Screenshots and Documentation:
1. If possible, take screenshots of the default setup states after installation for reference.
2. Use these screenshots to guide clients through the setup process.
2. Mockups for External Sharing:
1. If sharing setup instructions externally, consider creating mockups of the screens to avoid copyright issues.
2. Use mockup images to illustrate steps without displaying the actual software interface.
5. Final Steps
1. Ensure all settings are configured correctly before proceeding to print any tax returns.
2. Regularly check for any updates or changes in the printing setup to keep the process smooth and error-free.
   

UltraTax Setup Instructions

Ensure that federal and state forms are printing together into one document. If separate, the files will fail in processing. State and Federal files can’t be uploaded separately - the State will fail and the Federal will exist without the State return.

1. Click Utilities
2. Click Setup and Office Configurations
3. Click Print Options
4. Uncheck Print Separate Federal and State Returns
5. Also make sure Watermarks are off while on this page
   

Ensure that “Combine Transmittal Letter and Filing Instructions in letter format” is selected, otherwise the federal and state forms won’t have accurate pages. If separate, the Federal return will likely have state pages and vice versa.

Software Knowledge Base Links

For help with specific software print instructions, please see the links to the knowledge bases:

1. UltraTax CS
2. CCH ProSystem fx Tax
3. CCH Axcess Tax
4. Lacerte
5. Drake
6. ProSeries
   

Once you are ready to import the Tax Return into Liscio, please follow the instructions found in this article.

Note: Additional feature enhancements are being added routinely, so your experience may differ slightly. We will update this article as additional feature enhancements are added.