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e-file Help and Support

Attach PDF files to e-files

Follow these steps to attach a PDF to your e-file.
note
  • The document you attach needs to be a PDF file.
  • The PDF file name needs to be fewer than 49 characters and can't contain 2 consecutive spaces.
  • Per IRS Publication 4164, each individual PDF file can't exceed 60 MB uncompressed. To prevent a possible transmission delay, we recommend that attachments are less than 10 MB.
  • The option to attach PDF files to an electronic file is available for 1040, 1041, 1120, 1065, 990, 5500, and 2290 returns.
  1. Select
    Edit
    , then
    Electronic Filing Attachments
    .
    note
    If
    Electronic Filing Attachments
     isn't available, go to the
    ELF
     screen in the
    Electronic Filing
     folder for the client's return, and mark the
    File this return electronically
     checkbox.
  2. Select
    Add
    .
  3. Choose an application from the
    Product
     dropdown.
  4. Select a
    Return
     from the dropdown. If your form isn't listed, select
    Tax Return
    .
  5. Enter a descriptive name or choose an
    Attachment title
     from the dropdown.
  6. Select
    FileCabinet CS
     if your PDF is saved there, otherwise select
    File
     and go to the location of your PDF.
  7. Select
    OK
    .
  8. Select
    View Attachment
     if you want to view the PDF you've added, or repeat the previous steps to attach more PDFs.
  9. Select
    OK
     to close the window.

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