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Add or Modify Electronic Filing Attachment dialog

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

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.
  • Return:&
    Use this drop-down list to select the return location to which you are adding the attachment.
  • 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.
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.
  • 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.
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.

This article applies to:

  • Product: UltraTax CS, UltraTax CS
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