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PDF attachments

JAM2
Level 1

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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PhoebeRoberts
Level 11
Level 11

You can create the e-file but not send it - that gets it far enough into the process that the attachments will have attached.

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3 Comments 3
PhoebeRoberts
Level 11
Level 11

The General Information tab is updated after e-filing to include the auto-generated attachments.

JAM2
Level 1

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.

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PhoebeRoberts
Level 11
Level 11

You can create the e-file but not send it - that gets it far enough into the process that the attachments will have attached.