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Dan Dan the Tax man
Level 2
March 27, 2023
Question

How do I insert an Excel statement into a trust tax return?

  • March 27, 2023
  • 1 reply
  • 12 views
I have a schedule of various tax exempt interest percentage that I would like to insert as a attachment statement.  How do I do it?
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1 reply

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
March 27, 2023

With the client return open on the screen, top menu bar  EFILE > Attach PDF

that will attach for EF purposes, but it will not be a printed statement along with the return or K-1s, you'd have to include that yourself.

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