Attaching PDF Files for Electronic Filing

Some return types require that you attach supporting documents as PDF files when you electronically file a return. You can attach the PDF files using the Federal > General > Electronic Filing worksheet. The PDF files are embedded in the return so that you can view them any time you access the return.

To attach a PDF to a return for electronic filing, do the following:

1. Review the IRS and DOL requirements for required PDF attachments.
2. Open the return to be electronically filed.
3. Open one of the Federal > General > Electronic Filing worksheet sections below.

Section 9 - PDF Attachments

Section 7 - PDF Attachment - Required

Section 8 - PDF Attachment - Optional

Section 6 - PDF Attachments

Section 6 - PDF Attachments - Specific Forms

Note: Section numbers for some return types vary slightly, depending on the tax year.

Select Document to locate available PDFs that are stored for the client in Document.

Notes: The following conditions must be met:

• Document is licensed and installed.
• You are assigned the necessary Document permissions.

Note: Files that are downloaded from Document are saved only in the tax return and not on your machine or device.

Notes: If you do not save the return, the PDF file is removed from the tax return.

Additional Information

Refer to the following topics for information about PDF file requirements and viewing PDF files that are attached to a return: