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Add or Modify Electronic Filing Attachment dialog

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The Add Electronic Filing Attachment and the Modify Electronic Filing Attachment dialogs are nearly identical. Use these dialogs to add or edit file attachments for electronically filed returns.
To open the Add Electronic Filing Attachment dialog, choose Edit, Electronic Filing Attachments and select the Add button. To open the Modify Electronic Filing Attachment dialog, choose Edit, Electronic Filing Attachments and select the Edit button. The Electronic Filing Attachments command will be enabled only if you have a return open that is marked for electronic filing and the appropriate taxing authority accepts file attachments with electronically filed returns.

Fields & buttons

Add attachment to group box
Use these drop-down lists to specify the product (federal or state), the return location where you are adding the attachment, and the title of the attachment.&
  • Product:
     Use this drop-down list to select the product (federal or state) in which you are adding an attachment.
    note
    If the federal or state product is missing from the
    Product
     drop-down list the return is either suppressed via the federal or state's the ELF Screen, the return is not approved for electronic filing by the taxing authority, or the product does not support PDF attachments. To see if a state supports PDF attachments, see the State Electronic Filing Guide.
  • Return:&
    Use this drop-down list to select the return location to which you are adding the attachment.
    note
    The drop-down list in the
    Return
     field will contain only those form locations for which the taxing authorities have approved electronic filing attachments.
  • Attachment title:&
    Use this drop-down list to select the specific title from a list of attachments that the taxing authorities require for electronically filed returns. If the attachment is not in the drop-down list, enter the name of the attachment in this field.
    note
    For 5500 returns, all documents are listed in the drop-down list for the&
    Attachment title
    & field. You must use only the attachment titles listed in the drop-down list for the&
    Attachment title
    & field.
Attachment file source group box
Use the options in this group box to specify the file you want to attach to the return.
  • Select the
    File
     option, choose the Browse button to navigate to the appropriate location, and then select the desired Portable Document Format (PDF) file. If you have FileCabinet CS 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.
    note
    If you are running UltraTax CS through Virtual Office CS or Software as a Service (SaaS), you can navigate to files on your local network.
  • Select the
    8865
     option, and select the Browse button to attach an 8865 electronic file to the filer's federal return.
  • Select the
    FileCabinet CS
     option, and choose the Select button to attach an embedded PDF that is stored in FileCabinet CS. Note that these fields are available only if you are licensed for FileCabinet CS and have FileCabinet CS installed.
Proforma information to next year
Mark this checkbox to attach the same file that you specified in the Attachment file source group box to next year's electronically filed return.
note
Mark this checkbox only if the same file will be stored in the same location next year. If the file is not in the specified location, UltraTax CS cannot attach it to the return.

This article applies to:

  • PRODUCT: UltraTax CS,UltraTax CS

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