Attach a Portable Document Format (PDF) file to an e-file
Follow these steps to attach a PDF file to a tax return's electronic file. The attachments will be added when you create the electronic file via the File Return tab.
- With the tax return project open in Onvio Tax, click the Properties tab and then click Efile Attachments.
- The Efile Attachments list displays any files currently attached to the return. To attach a new file, click Add.
- In the Efile Attachments panel, select the desired return (federal or a state) from the Product field.
- Select the appropriate return or extension from the Return field, and the desired form title from the Title field.
- Click Browse for File and navigate to the PDF file you want to attach.
- Click Save. The attached PDF file now appears in the Efile Attachments list.
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