1041 E-file: Entering Attachments

1. Select E-file > Attachments > Summary.

   

2. To attach a PDF, click the Attach PDF button. The following window appears:

   

3. Click Add to add a new attachment.
4. Select the jurisdiction (or form) for which this attachment should apply.

   

5. Browse to the desired PDF file, select the PDF file, and click Open. The next window will indicate the selected file.
6. You must now select a meaningful title for the attachment. You can select one of the predefined titles, or enter your own user-defined title. The default user-defined title is the file name, without the extension. Once you have selected the title, click Upload.
7. The selected PDF file now shows up on the Electronic Filing Attachments window, showing the selected Jurisdiction, Description, File Name, Size, and Date Modified.
8. Click Done to complete the attachment.
9. Review the PDF attachments included in the return on the E-file > Attachments Organizer screen.

 

 

 

E-file/1041_ef_return_4.htm/TY2020

Last Modified: 02/17/2020

Last System Build: 09/13/2021

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