If your preparer has sent you a tax organizer, follow these steps to download, review, and re-upload the organizer file.

1. Check your email for a notification from your preparer that an Organizer is available.

2. Click the link in the email to open Drake Portals in your browser.

3. Sign in to your portal account.

   • If this is your first time, follow the instructions to set up your account. See Drake Portals - Taxpayer Portal for an overview of how to sign in and navigate your portal.

4. Once logged in, go to the Files tab.

5. Under From [Office/Preparer], locate the Organizer file in the list.

6. To the right, click on the menu and choose Download.

7. Open and save the PDF locally before attempting to edit.

   • We recommend that you use a dedicated PDF viewer such as Adobe Acrobat Reader. Editing directly in some web browsers (such as Google Chrome) may prevent your changes from being saved.

8. Return to your Drake Portals account and go to the Files tab.

9. Either drag and drop to securely upload the edited file or click Choose files.

10. Browse to and select the completed Organizer file.

11. Select your preparer from the list and click Upload.

Your preparer will be notified once the file has been successfully uploaded.

Additional Notes

• You may upload additional supporting documents as needed.

• Files remain secure and can only be viewed by you and your preparer.

• If you have trouble signing in, use the Forgot Username or Password link on the portal login page.

Related Links

Drake Portals - Taxpayer Portal

Drake Portals - File Approval Requests (Taxpayer View)

Drake Portals - Drake e-Sign Online (Taxpayer View)