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J
JAM2
Level 2
January 30, 2023
Solved

PDF attachments

  • January 30, 2023
  • 1 reply
  • 3 views

Does anyone know if there is a report in Lacerte that indicates the PDF's that are attached to the return when it is e-filed?  (both auto generated and the PDFs that I attached).  

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Best answer by PhoebeRoberts

You can create the e-file but not send it - that gets it far enough into the process that the attachments will have attached.

1 reply

PhoebeRoberts
PhoebeRobertsIntuit Community Champion
Intuit Community Champion
January 30, 2023

The General Information tab is updated after e-filing to include the auto-generated attachments.

    J
    JAM2Author
    Level 2
    January 30, 2023

    Thanks, good to know, do you know if there is a way to know before the return is e-filed what will be attached?  I have used other tax software that included a PDF attachment report, and included both autogenerated and mannually attached PDFs.

    PhoebeRoberts
    PhoebeRobertsIntuit Community ChampionAnswer
    Intuit Community Champion
    January 30, 2023

    You can create the e-file but not send it - that gets it far enough into the process that the attachments will have attached.

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