Upload PDF files to include as attachments to e-filed returns

Upload PDF Files

Capital letters
Lowercase letters
Numbers 0 through 9

Open the account.
Select
Account
, then
E-Filing Document Upload
.

In the
Upload Document Images
collapsible section, the
Federal
checkbox is marked and
1041
shows in the
Type of Return
dropdown list by default. The
Federal
checkbox indicates the PDF file is a federal attachment, and the
1041
selection indicates that the PDF file is for a 1041 return.
Complete one of the following:
If the PDF file is for a federal 990 return, select
990
from the
Type of Return
dropdown, then select the return type the PDF is for from the
990 Tax Return Type
dropdown. Return type selections include
990/990EZ/990PF
,
990T
or
4720
.
If the PDF file is for a federal 5227 return, select
5227
from the
Type of Return
dropdown list.
If the PDF file is a state 1041 attachment, mark the
State
checkbox, then select the state the PDF file is for from the
Select a State
dropdown.
If the PDF file is for a Massachusetts Form 2G, New Jersey NJ-1041, or Pennsylvania PA-41 for 5227 return, mark the
State
checkbox, select
5227
from the
Type of Return
dropdown, then select
Massachusetts
,
New Jersey
, or
Pennsylvania
from the
Select State
dropdown.
If the PDF file is for a California Form 199 return, mark the
State
checkbox, select
990
from the
Type of Return
dropdown, then select
990/990EZ/990PF
from the
990 Tax Return Type
dropdown. The
Select State
dropdown defaults to
California
.
Enter a description for the PDF file in the
Comments
field. Entering a comment can help to identify the PDF file after it is uploaded. Comments are included with the file when it is e-filed.
Select
Select File
at the end of the
Upload Document Images
collapsible section.
Go to where the PDF file is located, select the file, then select
Open
. The file is added to the grid in the
Upload Document Images
collapsible section. Notice that the
Status
column shows the upload is
Pending
. Select
Clear
if you want to remove the information in the grid under the
Upload Document Images
collapsible section.
Select
Upload
to upload the PDF file. The file size of the uploaded PDF file is shown in the
Size
column, and the status of the file changes to
Complete
when it is successfully uploaded. If an error occurs during the upload process, the status of the file is
Failed
and a message displays in the
Error
column. Select
Stop
if you want to cancel the upload process. When the upload process is stopped, a status of
Canceled
displays. Going away from the E-Filing Document Upload page or selecting
Clear
removes the information in the grid.
If the uploaded PDF file is for a New York return and it is an official New York state form or document, mark the
Official document
checkbox in the
Previously Uploaded Documents
section. This identifies the PDF file as an official New York state form or a document.
Select
Save
.

Review uploaded PDF files

The
Previously Uploaded Documents
collapsible section on the E-Filing Document Upload page: Select
File Name
for the PDF file to open. If you need to remove a PDF file, select

 for the file.
The
Accounts with Attached PDF Documents
base register: Includes 1 row for each PDF file attached to an account. The row displays the account number, account name, e-file status, and the attachment file name. The
Fed/State
column indicates whether the PDF file is attached to a federal or state return, and the
Return Type
column indicates whether the PDF is for a 1041 return, 5227 return, or a 990 return type.