Dan Dan the Tax man
Level 2
03-27-2023
12:00 PM
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I have a schedule of various tax exempt interest percentage that I would like to insert as a attachment statement. How do I do it?
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Level 15
03-27-2023
12:39 PM
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With the client return open on the screen, top menu bar EFILE > Attach PDF
that will attach for EF purposes, but it will not be a printed statement along with the return or K-1s, you'd have to include that yourself.
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