Upload

1. Navigate to your preparer's Drake Portals website and locate the Guest Exchange panel:

   

2. Click Upload Files. The upload screen is displayed:

   

3. Complete all informational fields as needed.

4. Click Select to browse for the file(s) to be uploaded.

5. Click Upload.

6. An email notification is sent to the selected preparer.

Download

1. Navigate to your preparer's Client Portals website and locate the Guest Exchange panel.

2. Click Download Files.

3. Enter your email address and the Download Code that your preparer provided.

4. Click Submit.