11765: Attachments for e-Filing - Updating a Return Attachment

Federal Return

For an attachment to a Federal return:

1. Go to View.
2. Click the Attach PDF button to open the EF PDF Attachments dialog box.
3. Select the attachment and click Delete. This returns the selected document to an unattached status and displays an "X" next to it.
4. Calculate the return.
5. Return to the EF PDF Attachments dialog box.
6. Select the attachment
7. Click Browse and navigate to the updated document for attachment.
8. When you return to the EF PDF Attachments dialog box, confirm that a checkmark is displayed next to the attachment.
9. Select the attachment and click View to open it and confirm that it is the updated document.
10. Recalculate the return to clear the EF Message. 

State Return:

State return attachments that are software attachments (required as a result of data entry in the return) are either:

• Automatic, where the attachment was generated by the software and attached when you clicked the Attach PDF button in View.
• Manual, where you printed the attachment and manually attached it on the EF PDF Attachments dialog box after clicking the Attach PDF button in View.

Automatic

1. Calculate the return.
2. Go to View.
3. Click the Attach PDF button.
4. You are prompted to update an attachment.
5. Select Yes to update it (No cycles you through all automatic attachments if there is more than one).

Manual​

1. Calculate the return.
2. Go to View.  
3. Select the attachment you want to update from the list.
4. Click Delete to remove it.
5. The attachment now displays an "X" indicating the attachment has not been completed.
6. Re-calculate the return.
7. Print the updated document to PDF that you want to attach and follow the normal process to attach it.
8. After updating a state attachment, click View on the EF PDF Attachments dialog box to open the attachment and confirm that it is the updated document.
9. Recalculate to clear the EF Message.