18206: Drake Zero/Web1040 - Viewing a Return

To view a return or download a PDF of a return, follow these steps: 

1. Open the return. 
2. At the top right, click View Return.
3. Select whether you want to: 
   • View Entire Return (federal and any states), 
   • View Partial Return, or 
   • View State Return. 
4. Select the applicable watermark option:
   • Client Copy
   • Preparer Copy
   • Draft
   • None 
5. Click Create PDF.
6. The program compiles the return documents into a PDF. Select to View Return, Upload to Drake Portals, or Cancel. 
   • If you choose View Return, the return will open in another window. From that window you can click the download button to save it to a location of your choice, or print the return. 
   • Upload to Drake Portals requires an active Drake Portals subscription. See Related Links below for details on configuring Drake Portals inside Drake Zero.
   • Cancel returns you to the Return Viewing Options menu.