Drake Zero - Test EFIN Messages When Submitting Return

You may be seeing Message 0029 or 0410. If Drake Zero does not automatically update when your IRS EFIN is updated on your Drake Software account, use the following procedure to manually update it.

1. Log in to your Drake Zero management portal (the multi-year hub).

2. Choose the current tax year from the drop list and click the launch button.

3. Go to Setup > Firm Setup.

4. Verify that your information is correct. If partnering with a bank or Protection Plus, click Retrieve to pull in your banking information.

5. At the bottom, click Save and exit Drake Zero.

6. Log back into Drake Zero hub and re-launch the relevant tax year.

7. On Firm Setup confirm that your EFIN has been updated.

For information on updating your Drake Software account with your IRS EFIN, see EFIN Registration or Change.