The TaxACT Attachment Manager allows you to attach PDF copies of supporting documentation to your return. The program will determine which optional or required attachments apply to you.
The Attachment Manager is used in two situations for federal returns:
Note that your state program may have additional documentation requirements supported in the Attachment Manager.
If one of these situations applies to your return:
If your attachment is invalid for any reason, you will see a red Invalid Attachments warning in the Attachment Manager, 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 old copies you previously attached.
Only PDFs can be attached to your return. 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.
In Adobe Acrobat:
In Microsoft Word: