JAM2
Level 1
01-30-2023
12:55 PM
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Does anyone know if there is a report in Lacerte that indicates the PDF's that are attached to the return when it is e-filed? (both auto generated and the PDFs that I attached).
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Level 11
01-30-2023
12:56 PM
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The General Information tab is updated after e-filing to include the auto-generated attachments.
JAM2
Level 1
01-30-2023
01:01 PM
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Thanks, good to know, do you know if there is a way to know before the return is e-filed what will be attached? I have used other tax software that included a PDF attachment report, and included both autogenerated and mannually attached PDFs.
Level 11
01-30-2023
01:14 PM
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You can create the e-file but not send it - that gets it far enough into the process that the attachments will have attached.