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. On the Tax Return Dashboard, click Create return on the right.

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

   Note  In Drake Tax 2024 and prior, only 1040, 1120-S, and 1065 returns are able to be created in DTO.

   In Drake Tax 2025 and future, you can create 1040, 1120-S, 1065, 1120, 1041, 990, and 706 returns in DTO (if purchased).

4. Enter and confirm the SSN/EIN.

5. Enter the client's 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. On the Tax Return Dashboard, click Create return on the right.

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

   Note  In Drake Tax 2024 and prior, only 1040, 1120-S, and 1065 returns are able to be created in DTO.

   In Drake Tax 2025 and future, you can create 1040, 1120-S, 1065, 1120, 1041, 990, and 706 returns in DTO (if purchased).

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.