New Return

To create a new return, follow these steps:

1. Log in to your Drake Tax Online dashboard and launch the appropriate year of Drake Tax Online.

2. Under Returns, click the Create button.

3. Select the applicable return type from the drop list.

4. Enter and Confirm the SSN/EIN.

5. If this is an S corp or partnership, you will also need to enter the Client Name.

6. Click Create return.
   

   
   

7. The demographic information page opens to allow you to enter the taxpayer's information.

Test Return

To create a test return, follow these steps:

1. Log in to your Drake Tax Online dashboard and launch the appropriate year of Drake Tax Online.

2. Under Returns, click the Create button.

3. Select the applicable return type from the drop list.

4. Click the Create test return button (do not enter or confirm an SSN or EIN).

5. A random test SSN/EIN is generated automatically, and the demographic information page opens to allow you to enter the information.