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When you go to e-Filings > Manage e-Files, all applicable clients (not just active clients) with at least one e-File created in Drake Accounting for the current year will display. On this screen, you can copy files to your local drive, delete old files, and view saved files. This screen also displays relevant information about the file, such as its current status and the form from which used to create the file was createdSee below for details. 

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Your applicable clients will be displayed. Click the plus sign (+) to expand client e-Files. See the example below. When you click on the file, you can open it by clicking View on the right. This action will open the actual file that was created and show the contents.

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If you wish to locate the e-File that was created (see example below), click on it and click Open Location on the right. 

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Note

This option is similar to copying a file or folder, as mentioned above. However, this will delete the original copy of the file or folder NOT the one that would be saved from using the Copy File/Folder option. Use with caution!

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What is the Uncategorized Section?

This section is used Used as a "catch-all" for , this section collects files that do not fit into a normal standard category, but it allows you to still be able to interact with it. 

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