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:
- Open the return.
- At the top right, click View Return.
- Select whether you want to:
- View Entire Return (federal and any states),
- View Partial Return, or
- View State Return.
- Select the applicable watermark option:
- Client Copy
- Preparer Copy
- Draft
- None
- Click Create PDF.
- 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.