e-Filing Steps

To e-file a return using Drake Tax Online:

1. Click on the File tab.
   

2. Verify the information and click Continue to e-file.
   

3. Review the details for accuracy, then click E-file Return.
   

   Important  e-Filing a return uses 1 return from your return balance (if it has not already been deducted during the Create PDF process). See Drake Tax Online - Returns, Charges, and Tax Years for details.

4. The return is transmitted.
   

5. To check the status, click on the Return Status tab.

For more information about acks, see Drake Tax Online - e-File Status and Acknowledgments.

Blocking Issues (EF Messages)

If there are any issues that must be resolved prior to e-filing, they will be shown when you click on the File tab. Click Review and fix to see the error codes. Click on the blue button to open the entry screen and make larger edits/entries. If a single field is missing, it will be displayed below the error - simply type the entry and click Save & Validate.

Also see Drake Tax Online - Common EF Messages

Paper-File

If you want to paper file a return, but need the letter and filing instructions to show paper-filing details, go to the search bar on the left. Search for and open the COMMscreen. At the bottom of the COMM screen, use the section Filing Method Override for Letters and Filing Instructions to adjust the letters and filing instructions. Be sure to click Save then click View Return.