Business Returns Not Being Uploaded to Drake Portals for Signing



Why aren't business returns being uploaded to Drake Portals for signing?

 

Certain business returns (1120, 1120-S, and 1065 returns) may not successfully be uploaded to Drake Portals if required e-signature information for partners, officers, or member managers is missing. Preparers are strongly encouraged to verify that all applicable fields are completed prior to submitting the return for signing. Refer to Knowledge Base article 15269 for additional information on e-signing returns with Drake Portals.

1120

Screen E (Form 1125-E, Officer Information)

 

1120-S

Screen K1E (Information about Shareholders and Officers)

1065

Screen K1 (Schedule K-1, Partner Information)

All Business Returns

Override fields are also available on screen PIN (e-File Signature Authorization), if necessary.