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17523: Drake Zero - Drake Portals Upload and eSign


Drake Zero + Web1040

How do I upload a return to a client portal from Drake Zero? How do I enable e-sign?

 

After you have completed the Firm and Taxpayer setup (see Related Links below 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.

  1.  Click Upload to Drake Portals

  1. Select the applicable upload option and click Upload. 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. 


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