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Attach PDF broker statements to electronic files

Follow these steps to attach a PDF substitute broker statement to an electronic file.
  1. Scan the substitute broker statement for Form 1099-B and save the copy to a location on your computer or computer network.
  2. Rename the scanned statement to
    Form 8949 Exception to reporting
     followed by the broker's name.
  3. Open the client's return in UltraTax CS and select
    Edit
    , then
    Electronic Filing Attachments
    .
    note
    If
    Electronic Filing Attachments
     isn't turned on, mark the
    File this return electronically
     field on the ELF screen in the Electronic Filing folder for the client's return.
  4. Select
    Add
    .
  5. Select
    Federal
     from the dropdown in the
    Product
     field.
  6. Select
    Tax Return
     in the
    Return
     field.
  7. Select
    Form 8949 Exception to reporting <enter name>
      in the
    Attachment title
     dropdown and change
    <enter name>
     to the broker's name.
  8. Select
    File
    , then
    Browse
     and go to the location of the substitute statement you want to attach.
    note
    If you didn't save the file as a PDF, it isn't listed when you select
    Browse
    .
  9. If you're licensed for FileCabinet CS and have it installed, you can also mark the
    Save a copy of selected file in FileCabinet CS
     checkbox to store the selected file as a FileCabinet CS document. If you scanned the document into FileCabinet CS, select
    FileCabinet CS
     then
    Select
     to select the document. The document will attach as an embedded PDF stored in FileCabinet CS.
    note
    • If you're running UltraTax CS through Virtual Office CS or Software as a Service (SaaS), you can go to files on your local network. Your local drive is listed with a
      $
       after the drive letter (for example,
      C$
       on Client V for your local C drive).
    • Mark the
      Proforma information to next year
       checkbox if you want to proforma this attachment to next year.
  10. Select
    OK
     to go back to the
    Electronic Filing Attachment
     window. Repeat steps 4 through 9 to add more attachments.
  11. Select
    View Attachment
     to view the PDF file you're including in the electronic file.
  12. Select
    OK
     when you're done.
UltraTax CS creates an Electronic Filing - PDF Attachment Report that lists the PDF files you attached to the electronic file for each return, including the title of the PDF files and the attachment source of the files.

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