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

This article discusses sending documents for review. See Drake Tax Online - Drake Portals Integration - Drake E-Sign Online for more detailed steps on sending signature documents.

Document 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 return to the taxpayer's portal:

1. Open the return and click View Return.

2. Select the applicable options.

3. Check Add ESignatures (optional).

4. Click Create PDF.
   
   

5. Click Upload to Drake Portals.
   
   

6. Select the applicable upload option and click Upload.
   
   

Related Links

• Drake Portals - Taxpayer Portal