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This article applies to:

  • Product: safesend
  • Subject: Documents
  • Audiences: Staff

Attachments

Manually add forms that weren't included in the original return PDF.

Add an attachment

  1. Drag the file to the upload area to upload, or select
    Choose File
     to search for the file.
  2. Review the file information displayed, including file type, document name, file size, upload date, and uploader.
  3. Select
    View Instruction
     to view, add, or edit document instructions for the taxpayer.
  4. Select
    Download
     to download the file.
  5. Select
    Delete
     to remove the file.

Add instructions

  1. Select
    View Instruction
     to open the instructions panel.
  2. Select the
    Instruction
     dropdown to apply a pre-made template.
  3. Use the editing tools to format the instruction message.
  4. Use the message box to add or edit the instruction message.
  5. Select
    Show Variables
     to review a list of available variables you can insert into the message body. These variables are populated automatically with the relevant information.
  6. Select
    Save
     to save your changes.
When you have finished reviewing the Attachments section, select
Next
 or
Delivery
 to proceed to the next step.

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