How to Access Attachment Manager

To access the Attachment Manager within your TaxAct return:

  1. Click Filing. On smaller devices, click the menu icon in the upper left-hand corner, then select Filing
  2. Select E-File My Return
  3. Select the return(s) you would like to submit, then click Continue
  4. Click I Agree, then click Continue
  5. On the screen titled E-Filing - Attachments to Return, click Attach Documents
  6. In the window that appears, click Add next to the attachment(s) you want to include with your return
  7. Make the appropriate selections on the next screen, then click Browse
  8. Locate the PDF within your computer files, then click Open which should bring you back to the Attachment Manager
  9. Click Finish, then click Close when you are done attaching the documents (If you need to delete a document you've already attached, there will be an option within the Attachment Manager to do so.)
  10. Continue through the rest of the e-filing steps to submit your return.