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DFFord2
Level 2
July 15, 2020
Question

Attaching a PDF to the return to file? How ?

  • July 15, 2020
  • 1 reply
  • 27 views

I am new to ProSeries this season.  How can I attach a PDF to attach to a return to file?  Thanks.

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1 reply

Accountant-Man
Accountant-Man
Level 13
July 15, 2020

Two ways: 1) while inside the return, click on e-file Menu then Attach Pdf;

2) while in e-file Home Base, click on the return you want, one at a time, then click e-file Menu then Attach Pdf.

The default location for pdf files is the same as the data files. 19Data. I scan documents and put them elsewhere, so I scan attachments,  then move them to the 19Data folder. Then when you click Attach Pdf the system finds them easily.

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