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Level 3
October 10, 2021
Solved

How do I upload an extension filed by a a client before he became my client?

  • October 10, 2021
  • 1 reply
  • 8 views

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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Best answer by Just-Lisa-Now-

top menu bar Efile > Attach PDF you need to be in the EFCenter with the client file highlighted, or be within the client file

1 reply

dkh
Level 15
October 10, 2021

Ask the client for a copy and attach PDF copy to return

Level 3
October 10, 2021

Thank you, but how do I upload the pdf? I can't seem to find that option.

Just-Lisa-Now-
Intuit Community Champion
October 10, 2021

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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