Open the E-file Viewer PDF file

Select the
PDF
folder to open the PDF file in a separate window. The PDF appears as a grid with columns for line number (if applicable). A description of the schema element, data from the XML file, and schema element name also appear.

Use the toolbar

You can save or print the PDF file once the E-file Viewer is opened. Save or print in 1 of 2 ways:
  • from the PDF toolbar
  • when initializing the PDF file
The toolbar also lets you do the following:
  • send the PDF file in an email (letter icon)
  • access a page directly by typing a number in the page field on the left (or using the up and down arrows)
  • find content by typing a word or phrase in the word box

Use the E-file Viewer

The PDF grid appears in a separate window when using the E-file Viewer.
PDF Grid View
Each page of the PDF file includes:
  1. Taxpayer name
  2. EIN
    or
    SSN
  3. Timestamp
    when the PDF was created
  4. Page number
All schema elements are displayed whether or not they'r  e populated.
A bar is displayed at the beginning of each form schema. This bar includes the schema name, the document ID associated with the schema, any informational text that might be applicable (for example, the dormant indicator for Form 1040), and links (blue underlined text) to any supplemental schemas called by the form but not called by a specific line number.
When the schemas have multiple choice elements, where only 1 element can be selected, the descriptions of each choice element are indented. For example, for Method of Accounting, cash, accrual, and other may apply, but only 1 can be selected.
Items, which can occur multiple times, are displayed in consecutive order with a header indicating the beginning of each occurrence. Two separate items can be included in
Dependent Information
.
Hyperlinks (blue underlined text) are available to jump to supporting details. For example, if a detail exists for Other Income on line 21, the description will have a hyperlink (circled in red).
Select the hyperlink to view the supporting detail. First item can be included in Other Income.
Bookmark View
The Bookmark view lists the form and schedule schemas included in the PDF file. Select the 2nd icon (circled in red) to open this view.
Select each form or schedule schema to take you to that specific section in the PDF file.
A form, such as Schedule C, can have multiple instances. The total number of forms is shown inside a parenthesis (3). Also, a plus sign is displayed next to the file name when more than 1 instance of the form exists in the PDF file. Select the plus sign to expand the list and see that each file has a unique identify number (such as IRS1040SchCN1, IRS1040SchCN2, IRS1040SchCN3, and so forth). The 1st instance of the form is the item shown with the parenthesis, while the 2nd instance has N1 at the end of the description. Select the bookmark to go to the instance of that form.
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