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

by Intuit2 Updated 1 year ago

PDFs can't be attached to returns after they've been transmitted for e-filing.

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.
ProSeries Professional 2023

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