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Future of professionals report 2025
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Attach a PDF to a return
These are the steps to attach a PDF file to a federal e-file return. Go to the PDF Attachments section, select the jurisdiction, attach the file, and you'll see it in the Electronic Filing Attachments window.
- In Organizer, select, then selectE-fileAttachmentsPDF AttachmentsSummaryAttach PDF.
- On theElectronic Filing Attachmentsscreen, selectAddto add a new attachment.
- On theAdd Attachmentwindow, select theAttachment Jurisdictionfrom the dropdown. SelectNext.
- Find the PDF file, then selectOpen.
- TheAdd Attachment to Federal Returnwindow displays information about the selected attachment. Select a meaningful title for the attachment, either by selecting one of the listed titles or entering your own user-defined description. SelectFinish.
- A message verifies the attachment was successfully added. SelectOK.
- The PDF file now appears in theElectronic Filing Attachmentswindow. SelectDoneto complete the attachment.
Details for each PDF attachment are displayed following the
Summary
screen. This article applies to:
- Product: ONESOURCE Income Tax
- Sub-Product: K-1 Analyzer
- Subject: Import,Export