1. Log in to Drake and open the client
1. Log in to Drake and open the client
1. Log in to Drake.
2. Select the client > select "Tools" > "Maintenance" > "Backup"
3. Note the location you're saving the file to > select "Backup"
2. Upload the client file to Truss
2. Upload the client file to Truss
1. The client file should appear like this.
2. Upload to Truss.
How to Access Your Completed Returns
Accessing Your Completed Returns
Accessing Your Completed Returns
1. In Truss, go to the "Review" screen > select "View Ticket"
2. Under the "Truss Produced File" column, select the Return.
3. In Drake, go to "Tools" > "File Maintenance" > "Restore"
4. Find your client's directory > "Select Folder" (if no data shows in the folder, that's normal)
5. Select "Preview" to find the client > "Restore" > "Yes"
