Attachments Tab

The Attachments tab is used to manually add forms that were not included in the original return PDF. 

Add Attachments

1. Drag the file(s) to Drag files here or click to upload. 
2. View file information including file type, document name, file size, upload date, and uploader. 
3. Click View Instruction to view, add or edit document instructions for the taxpayer. 
4. Click the Download icon to download the file. 
5. Click the red x icon to Delete the file. 

Add Instructions 

1. Drag the file(s) to Drag files here or click to upload. 
2. Click View Instruction to view, add or edit document instructions for the taxpayer. 
3. Click the Saved Message drop-down to select a pre-made template to apply. See the Saved Messages section of the Settings Menu article for more information. 
4. Click the editing tools provided to use them. 
5. Type into the message box to add or edit the message to the taxpayer. 
6. Click the Show Variables list to show all available variables that can be placed into the body to automatically fill with the listed information. See the Saved Messages section of the Settings Menu article for more information. 
7. Click Save to save the changes. 

Once you have completed reviewing the Attachments tab, click Next in the bottom right or select the Delivery Options tab.

Follow this link to proceed to the next step in the process, the Delivery Options Tab.

Client Info Tab Group Tab Transmittals Tax Returns E-File Additional E-Sign Documents Vouchers K-1s Invoices Attachments Delivery Options