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Article #: 18932
When using Drake Tax Online, you can use Drake Portals to send the tax return for e-signatures.
Note Signature pads are not supported in Drake Tax Online, either on the online site or in the Drake Tax Desktop integration.
This article discusses uploading e-signature documents. See Drake Tax Online – Drake Portals Integration – Document Upload for more detailed steps on sending other documents.
Preparer Upload
After you have completed the Firm and Taxpayer setup (covered in Drake Tax Online – Drake Portals Integration – Setup), follow these steps to upload the signature documents to the taxpayer’s portal:
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Open the return and click View Return.
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Select View Entire Return in the drop list.
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Check Add ESignatures.
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Select the copy format (i.e., Client’s Copy) and watermark options (if applicable).
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Click Create PDF.
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Click Upload to Drake Portals.
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Select Upload for E-Sign radio button.
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Select the document types that you want signed from the list. The types that you select determine which type of E-Signature Event is used.
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Click Upload document.
Taxpayer Steps
The taxpayer can sign the return using the steps listed in Drake Portals – Drake E-Sign Online (Taxpayer View).