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The TaxAct Enterprise Edition allows preparers to attach and associate documents and images with client returns for record keeping purposes. It allows the attachment of scanned image versions of client documents (W-2, 1099, etc.). Although this does not automatically import the document into the return, you are able to keep an electronic image copy of the document with the return file.

The process to attach a file is:

  1. Open the return for the client.
  2. In Forms View scroll to the bottom of the list of forms until you see Attachments.
  3. Double click the Attachments folder.
  4. Double click New Attachment.
  5. Navigate to the folder where the file is located and choose the file to attach.
  6. Click Open.

The document is now attached to your client's return.

Depending on the file type you attach to a return, you may need a specific program to open that file. For example, if you attach a PDF, you would need Adobe Reader on the computer, or if you attached a Microsoft Word .doc file, you would need Microsoft Word.

In the Enterprise Edition, you can use Document Manager to attach files to client returns:

  1. Click Preparer in the top menu
  2. Click Document Manager
  3. The left navigation pane shows each client. Expand to use the New Attachment item.

Note. You can view image documents within Document Manager, but other files will require opening externally with the associated program.

Note. Attachments created in this way are not electronically filed with the tax return. Only certain kinds of documents are accepted as attachments with electronic filing, and those must be attached in the filing steps. For more information, see Form 8453 Attachments.


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