Christina W
Level 2
10-10-2021
12:51 PM
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I have a new client who filed his extension and made a payment back in Apr, but he didn't hire me to prepare his return until recently. I'd like to include the extension he filed when I electronically file his return.
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dkh
Level 15
10-10-2021
12:53 PM
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Ask the client for a copy and attach PDF copy to return
Christina W
Level 2
10-10-2021
12:57 PM
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Thank you, but how do I upload the pdf? I can't seem to find that option.
Level 15
10-10-2021
01:20 PM
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top menu bar Efile > Attach PDF you need to be in the EFCenter with the client file highlighted, or be within the client file
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Christina W
Level 2
10-10-2021
01:25 PM
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Awesome, thank you so much!!