Record work that actually began in the authorized external preparation process. Receiving, scanning or exporting records does not begin substantive preparation.
Current files
Current return version filing status
Filing and receipt history
Prior receipts stay attached to their exact released PDF version. A new return version requires its own filing evidence; superseded files remain unavailable for download.
Drake manual handoff
Download a case-specific source manifest for professional review against the private originals. It includes only accepted, safely scanned source references. It does not enter data into Drake, calculate a return, authorize filing, or prove IRS acceptance.
Open a case to check handoff readiness.
Upload a prepared PDF
The assigned preparer uploads directly to private storage. CincyTax verifies file bytes and runs the configured scanner before retaining the file.
Preparation and independent review
Review time records
Only actual review minutes entered by an authorized reviewer are counted. Missing time remains unrecorded.
Filing channel and receipt
Use the existing authorized tax software or a professionally confirmed paper exception. This page does not transmit a return to the IRS.