If your preparer has requested approval on one or more files, follow these steps to review and submit your decision:

1. Click the option Approve File on the email that you receive.

2. Log into your account.

3. Locate the file in the From Preparer section. Click the yellow button Pending Approval to review the file and choose to either Approve or Reject it.
   
   

   • If the file can be previewed, you will have the option to click either Approve or Reject near the bottom of the preview window.
     
     

   • If the file cannot be previewed, you will be prompted to Download the file to review it before clicking Approve or Reject.
     
     

Approve

If you click Approve, you will see a disclaimer. If you agree, click Approve again to submit your decision.

Reject

If you click Reject, you will be prompted to enter a reason for the rejection and then click Reject to submit your decision. The reason that you enter is included with the email notification that your preparer receives.

Related Links

Drake Portals – Request File Approval (Preparer View)