TaxAct® allows you to attach PDF copies of supporting documentation to your return. The program will determine which optional or required attachments apply to you. If any of the conditions below exist in the return, you will be prompted to attach the necessary documents during the filing steps.
You may include attachments in the following situations for federal returns:
Note. Your state program may have additional documentation requirements.
Click Add next to an optional or required category to upload a new attachment. Choose the appropriate options from the available drop-down menus, and be sure to review the additional information provided. Click Browse to locate the PDF on your computer, then click Finish to attach the file to your return. You can click Back at any time to return to the first screen.
If you have already added an attachment to your return, click View to see the attachment, or click Delete to remove the attachment from your return.
If your attachment is invalid for any reason, you will see a red Invalid Attachments warning, as well as an Alert in the filing steps. You will need to remove the invalid attachment before filing.
Attaching a new PDF will not overwrite any older versions of the document. If you upload a new version of an attachment, make sure you delete any copies you have previously attached.
Only PDFs can be attached to your return, and an error message will appear if you attempt to upload a different file type. If you have a paper copy of your attachment, you will need to use a scanner to create a PDF version. If your attachment is in a different file format, you may be able to use "Print to PDF" to convert your document. See the steps below for two common methods for creating a PDF. Please note that file types will have a corresponding program. You should be careful about opening files with the wrong kind of program. Any program that has a print command will allow you to choose Adobe PDR or a PDF writer as your printer option.
In Adobe Acrobat:
In Microsoft Word (for .doc, .docx, .rtf, .txt and some other basic text or text editing files):