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How do I attach a PDF to a return in SureFire?


🔍 How do I attach a PDF to a return in SureFire?

If a PDF attachment is required or permitted, the applicable form will contain a check box to attach the PDF.

An example is highlighted in the image below.

⚠️ Before You Begin

*If there is no checkbox on a return you will not be able to attach a PDF.*

📊 Step-by-Step Guide

Step 1: Attach the PDF to the return

Use this when you need to attach a PDF to a return.

To attach a PDF to the return:

  1. Select the check box.
  2. In the Select PDF to Attach window:
    • Locate the file.
    • Select the file by clicking on it.
    • Click Open.

📝 Note

If you make any changes to the original PDF after attaching it to the return, you must remove and reattach the file.

Step 2: Remove an attached PDF from a return

Use this when you need to remove a previously attached PDF.

To remove an attached PDF from a return:

  1. Deselect the check box by clicking on it.
  2. In the Confirm window, click Yes to continue removing the attachment.

✅ Note

The PDF is no longer attached to the return.

💡 Additional Information

Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo adjunto un PDF a una declaracin de impuestos en SureFire?

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



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