When using Drake Tax Online, you can use Drake Portals to send the tax return for e-signatures.

This article discusses uploading e-signature documents. See Drake Tax Online - Drake Portals Integration - Document Upload for more detailed steps on sending other documents.

Preparer Upload

After you have completed the Firm and Taxpayer setup (covered in Drake Tax Online - Drake Portals Integration - Setup), follow these steps to upload the signature documents to the taxpayer's portal:

1. Open the return and click View Return.

2. Select View Entire Return in the drop list.

3. Check Add ESignatures.

4. Select the copy format (i.e., Client's Copy) and watermark options (if applicable).

5. Click Create PDF.
   
   

6. Click Upload to Drake Portals.
   
   

7. Select Upload for E-Sign radio button.

8. Select the document types that you want signed from the list. The types that you select determine which type of E-Signature Event is used.

9. Click Upload document.
   

Taxpayer Steps

The taxpayer can sign the return using the steps listed in Drake Portals - Drake E-Sign Online (Taxpayer View).

Related Links

Drake Portals - Taxpayer Portal