How do you attach an attachment to a return you're going to e-file?

Forum|Forum|6 years ago
February 20, 2020
2 replies
32 views

I'm unable to find a dropdown or tab in the Pro Series home base page that will allow me to attach, for example, a copy of a 7004, to a state partnership return that is going to be e-filed. How is the attachment accomplished? Also, a copy of the federal 1065 is supposed to be attached to the state return. If I print the state return, a copy of the relevant federal forms automatically print with the state return because I have checked the box on the print menu to do so. So, do copies of the same fed forms automatically attach to the state return during e-filing?

ProSeries Professional

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RollTide68

Level 7

If it is part of the e-file requirement (e.g. send a copy of the federal with state) then it will e-file that way, normally.

There are a few forms that cannot be e-filed and must be manually attached to the e-file return. To attach a PDF of the form you want to go with the e-file return click the E-File menu button from inside the return you want to attach it to then click the Attach PDF. From there you can choose what file you wish to attache.

J

jo1

Level 5

Go into the client file, not at the home base. Click on E-File from the top tool bar. you'll see a choice "upload pdf for efile" and you can attach it there.

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