Drake Zero/Web1040 - Viewing a Return

How do I view a return in Drake Zero or Web1040?


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.