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Level 1
May 5, 2023
Discussion ongoing

pdf attachments

Related products:ProConnect
  • May 5, 2023
  • 1 reply
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When I request a .pdf copy of an individual return at "Print to PDF", the print settings for all copies (preparer, client, or government) do not have a choice for including the .pdf attachments.  Any .pdf attachment must be "Printed to PDF" separately.   There must be a reason why you didn't provide that option under "Print settings" though I can't think of one.  It would be very helpful if there was an option in "print settings" rather than imposing a separate step by the preparer to combine the .pdf attachments with copies of the return either manually or by Adobe software.  

 

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1 reply

October 31, 2023

Thanks for the idea to include pdf attachments when requesting a pdf copy of individual return. We are changing the status to "Open for voting".

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