Triva isn't available right now.
Check out the support page for our phone number and hours
Solutions
Law firms
Tax, audit & accounting firms
Success stories
-
A true competitive advantage
Law firm Zarwin Baum’s embrace of generative AI as the natural next step in the evolution of legal work and their adoption of CoCounsel Legal has helped them achieve remarkable efficiency gains and improved client relationships.
-
Workflow transformation drives impact
Brinks, a global leader in secure logistics and security solutions, used CoCounsel to reimagine what was possible with AI tools, turning legal challenges into a competitive advantage.
-
The forefront of audit tech
A better auditing workflow solution was the answer to multiple challenges faced by The Mercadien Group. Find out how they achieved greater efficiency by embracing Cloud Audit Suite.
Questions? We are here to help.
Products
Legal
Trade & supply
Tax, audit & accounting
- 1040SCAN
- Audit Intelligence Analyze
- CoCounsel Audit
- CoCounsel Tax
- Ready to Advise
- Ready to Review
- View all
Corporate tax
Recommended products
-
CoCounsel Legal
Transform your work with the only AI legal solution uniting research, drafting, and document analysis in a single experience. Designed by legal experts and built on trusted content and advanced AI, CoCounsel Legal accelerates multistep work so you can better serve your clients and grow your business.
-
CoCounsel Tax
Transform your tax practice with CoCounsel Tax, an AI-powered assistant that combines trustworthy answers, automation, and firm knowledge into one seamless platform. Enhance efficiency, reduce risk, and improve client confidence with CoCounsel Tax.
-
CLEAR Investigate
Intelligently surface critical connections and insights in actionable format through AI-driven research workflows seamlessly integrated with the trusted and transparent CLEAR platform. Accelerate investigations and empower your team to make strategic decisions with confidence.
Questions? We are here to help.
Purchase
Buy solutions
Resources
Insights
Events
Product training
Product communities
Developers
Highlights
-
2026 SKILLS showcase
Join weekly sessions to experience in-depth demonstrations of the leading legal AI products while connecting with strategic law firm leaders in knowledge management, innovation, and AI.
-
Ghosts on the ledger
Payroll fraud is a major compliance risk. Learn how payroll analytics and AI-powered tools can help exorcise phantom employees and employers.
-
Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
Guidelines for attaching files to e-files
Follow IRS guidelines when attaching files with supporting documentation to e-filed tax returns.
Attachment formats
You may need to attach supporting documentation to e-files, including tax forms, statements, elections, notices, schedules, or other information the IRS requires through form instructions, regulations, or publications. You can submit attachments electronically as XML documents or PDF files.
XML documents
The IRS has defined schemas for the following information that you must provide in XML format:
- Tax forms: The system automatically formats tax form information included in the return as XML.
- Supporting information: Tax form instructions often request information to support specific lines, such as other income. The system automatically formats this additional return information into XML. The schema may provide specific data elements or allow free-form text.
- Regulatory information: Information requested in regulations or publications not specified in form instructions.
note
If information for either attachment type requires columnar format, the IRS lets you include it as a PDF attachment.
PDF attachments
Tax returns may also include non-XML documents, known as binary attachments, submitted in PDF format. PDF attachments let you submit requested documentation, including signatures and third-party documents.
You can create PDF files using any available tool, but follow these IRS guidelines:
- Use Adobe Acrobat version 7 or newer to optimize file size when creating PDF attachments
- For scanned documents, move the compression/quality slider on theCreate PDF From Scannertool to increase compression and lower file size
- Keep each uncompressed PDF under 60 MB. All uncompressed PDFs in the return can't exceed 1 GB combined
- Limit PDF file names to 57 characters for 1040 returns and 23 characters for 1065 returns, including the file extension
- Avoid these special characters in file names and descriptions:
- Single and double quotation marks (' ")
- Angle brackets (< >)
- Ampersand (&)
- Exclamation mark (!)
When attaching a PDF, enter a meaningful description of 128 characters or less. For art appraisals, the IRS requires the description to begin with “Art Appraisal.”
This article applies to:
- Product: GoSystem Tax RS
- Subject: e-file