Drake Zero - Drake Portals Upload and eSign

Article #: 17523

Last Updated: December 05, 2024

 

Tags:SFP Drake PortalsDrake ZeroesignesignatureWeb 1040Web1040

Web1040 and Drake Zero logo

After you have completed the Firm and Taxpayer setup (see Drake Zero - Drake Portals Setup for details), follow these steps to upload the return to the taxpayer's portal:

  1. View the return.

  2. Select the applicable options.

  3. Check Add ESignatures (optional).

  4. Click Create PDF.

    Image showing the return viewing options.

  5. Click Upload to Drake Portals.

    Image showing the upload to Drake Portals option.

  6. Select the applicable upload option and click Upload.

    Image showing the Drake Portals Document upload options.

Note  You can repeat the upload as many times as needed if you want to upload the same document for client, e-sign, and office use.