Attach a File
It is possible to attach files to the returns to help with their processing. This functionality enables you to attach any type of file (Word, Excel, PDF, Taxprep, etc.).
To attach a file to a return, proceed as follows:
- In the Return view, display the return to which you want to attach one or more files.
- In the File
menu, click Attached Files.
The Properties dialog box is displayed and the Attached Files tab is selected. - Click
, select the file you want
to attach, and click Open.
Note: You can only select one file at a time. - When one or more files are attached, click OK from the Properties dialog box to return to the current return.
System information on client files
All attached files will be listed in the lower portion of the Properties dialog box, under the Attached Files tab. The following information will be indicated for each file:
- the file name (with the file extension, depending on the Windows configuration);
- the file size;
- the choice to roll forward or not the file next year; and
- the "Roll forward" note if the file has been rolled forward.
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Notes:
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