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Attaching PDF Files in Desktop

📚 What This Guide Covers

This guide explains how to attach and remove PDF files within SureFire Desktop. Attaching supporting documentation as a PDF ensures it is transmitted along with your electronic filing.

📊 Attaching a PDF File

Step 1: Locate the Attachment Line

Specific forms contain lines that explicitly permit PDF attachments.

On the tax form, find the line that allows for a PDF attachment and click the associated checkbox.

Step 2: Select and Save File

  1. A dialog box will appear. Browse your computer and select the PDF file you wish to attach.
  2. Click Save.

Step 3: Verification

SureFire will automatically verify that the selected file is in the correct format. Once the "Verification Successful" message appears, click OK.

⚠️ Important Constraints

  • File Format: You must use a PDF file. Attempting to attach other file types (images, Word docs, etc.) will result in an error.
  • Limit: Only one attachment is permitted per individual entry line.

📊 Removing a PDF File

If you need to remove an attachment:

  1. Navigate to the specific form and line where the PDF is currently attached.
  2. Simply uncheck the checkbox for that attachment. The file will be removed from the return.

📞 Still Need Help?

If your PDF file is being rejected by the verification tool, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



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