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- Attaching a PDF to the return to file? How ?
Attaching a PDF to the return to file? How ?
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DFFord2
Level 1
07-14-2020
07:14 PM
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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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Accountant-Man
Level 13
07-14-2020
07:21 PM
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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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