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Level 2
March 13, 2026
New

Allow linkage of added PDF attachment to statement reference on associated form in return

Related products:ProConnect
  • March 13, 2026
  • 2 replies
  • 5 views

There does not seem to be a way to link a PDF attachment to e-file to a specific line that the attachment is referencing on the form itself. The program does this automatically for statements it creates (for example, when Other Expenses is populated on line 21 of Form 8829) but a user cannot have a "Statement X" (x being chronological numbering) be added to the form or schedule on the specific line to which the statement relates.

 

Please add this feature into the "e-file PDF/Miscellaneous" section of the Inputs. A field like "Line Number to put Statement Reference" would be helpful, after you tell the program which form or schedule you want the statement to reference. Then it'll chronologically put the statement reference on the actual form/schedule based on where that page sits int the overall return

2 replies

sjrcpa
Level 15
March 13, 2026

You're attaching something that is not required to be attached?

The more I know the more I don’t know.
Level 2
March 13, 2026

No I want to add a statement to the return, and I want a "STATEMENT XXX" ref on say like 13 of a form to which it relates. Like you always see in printed returns