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

    Christina W
    Level 2

    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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    1 Best Answer

    Accepted Solutions
    Just-Lisa-Now-
    Level 15
    Level 15

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


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

    View solution in original post

    4 Comments 4
    dkh
    Level 15

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

    Christina W
    Level 2

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

    Just-Lisa-Now-
    Level 15
    Level 15

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


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    Christina W
    Level 2

    Awesome, thank you so much!!

    0 Cheers