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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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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♥¸¸.•*¨*•♫♪

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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!!

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