Attaching PDFs to business returns for e-filing in ProSeries Professional

PDF files can be attached to the following business return types:

• Corporation (Form 1120)
• S-Corporation (Form 1120S)
• Partnership (Form 1065)
• Tax-Exempt Organization (Form 990)
• Fiduciary (Form 1041)

Follow these steps to attach a PDF to a business return:

1. Open the return.
2. From the E-File menu, select Attach PDF File.
3. Select the PDF file you wish to attach and click Open.
4. In the Type column, select the specific form or choose Other.
   • If you selected Other in the Type column, enter a description of the attachment in the Form/Schedule and Description column.
5. Click OK to close the window.
   • In the EF Center, the paper clip icon represents the PDF Attachments column.