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Error or non-supported status
Check print settings
- Upload the client copy, regardless of the print program.
- Remove any projections for the next tax year included in the return.
- Remove any PDF attachments.
- For UltraTax CS® customers, ensure you print the state and federal returns as one PDF.
- For UltraTax CS® customers, ensure the return is the correct size.
Ensure the return is a supported return type
PDF requirements
- Verify the PDF is not locked or masked.
- Don’t edit the PDF after printing.
- Ensure no stamps or text fields cover return information.
Include K-1 and shareholder packages with applicable returns
- Ensure you print the CCH® K-1 in the same PDF as the main return and include a cover page.
- Print UltraTax CS®, GoSystem® Tax RS, and Lacerte® K-1 separately from the return and upload them alongside the main return.
This article applies to:
- Product: safesend
- Audiences: Staff