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Any states that you would like to install (states are not available in the preseason release),.

To Install Test Returns (optional in prior years),.

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The Drake Tax Software location to which you would like to install the program,.On the installation screen, click the icon for Drake Tax Software.If the installation screen does not appear and the disk files are displayed instead, scroll down and double-click the application file DrakeYY.exe (or DrakeYY if the file extension is not displayed).If the disk auto-runs, the installation screen appears automatically. Double-click the Drake installation CD.From My Computer, Computer, or File Explorer, navigate to the drive that holds the Drake installation CD (usually D:/).If you requested a CD and prefer to install the software from it rather than from the Download Center on the Drake Support website, begin the installation process by inserting the CD into your disk drive. Additional icons may appear for the Drake DDM or the Drake Scheduler depending on the year of Drake that you are installing. Images may vary depending on the year that you are installing.Īn icon to open the software is on your desktop. Click Next.Ĭonfirm the location to which you are installing. Choose any state programs that you would like to install (optional). Select the drive to which you are installing (usually your main hard drive C:). When you select Run (or later open the downloaded file) to install the software, a popup appears. Check your downloads folder for the executable if the file does not begin to run automatically. If you save the file, save it to a location that you can later find, such as your Documents folder. If offered the choice between running and saving the file, select Run to install the software, or select Save to save the downloaded file for later installation. Click the Download button.ĭuring the download, respond to any security warning so as to continue the download. From the main Drake Support page, choose Downloads > Drake Tax. From the tax year drop list, select the tax year that you want to download. Log in at (or from the main page of the software, click the Support button at the top of the screen to log in).

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If you require a serial number that is not listed, contact the Accounting Department at (828) 349-5900 for further assistance. If you install from a CD, a serial number is required for all prior years. On the left, choose Account > Serial Numbers. Log in using your user account credentials.

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If you are installing Drake13 and future, an account specific serial number is required. These serial numbers may be found on the Drake Support website. If you do not have this serial number, please contact the Accounting Department at (828) 349-5900. If you are installing Drake12, an account specific serial number is required. If you do not have a 2007 serial number, please contact Drake Support for assistance. Note: After installation for Drake07 only, you will need to enter the serial number on the Preparer Login screen before entering the software for the first time. If you are installing Drake02- Drake11 from the Downloads section online at the Drake Support website, a serial number is not required. Review 'Drake Tax Security Information' for information about changes to the software login procedure starting in Drake16.Be aware that other auto updating programs may also interfere with installation.Verify that any auto backups ( Tools > File Maintenance > Backup) are turned off.

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If it is turned on, click Auto Update Settings and at the right click Off.

If you have already installed the preseason release, verify that Auto Updates has been disabled by going to Tools > Update Manager.

Have your account number and serial number available.

If you purchased the optional CD service, you can also install the software by using that CD. Drake recommends that you install Drake Tax from the Downloads section to ensure that you are installing the most up to date version of the program. Archival CDs are available each year from 2002 to present for $25 per disk (plus any applicable sales tax). At the Download Center, federal and state programs are available from 2002 to present. Current Drake customers can download and install the current and prior year federal and state software at no additional charge through the Drake Download Center.

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