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ProSystem fx Electronic FilingWelcome to ProSystem fx Electronic Filing!This reference guide walks you through attaching a PDF file to a return for e-filing. Review this guide,and if you have any questions, call Customer Support at 1-800-PFX-9998.ATTACHING A PDF FILE TO A RETURN FOR E-FILINGPDF documents can now be submitted with the following electronically filed returns. Use theWorksheet or Interview Form as shown in this table:IRS FormWorksheet View for PDF Attachment(General Electronic Filing)Interview Formfor PDF Attachment1040 (MeF)Section 8 - PDF AttachmentEF-PDF11041Section 6 - PDF Attachment(WI Only) - OptionalEF-PDF11120Section 6 - PDF Attachment - RequiredSection 7 - PDF Attachment - OptionalEF-PDF11120SSection 6 - PDF Attachment - RequiredSection 7 - PDF Attachment - OptionalEF-PDF11065Section 5 - PDF Attachment - RequiredSection 6 - PDF Attachment - OptionalEF-PDF1990Section 6 - PDF Attachments - Specific FormsSection 7 - All Other PDF AttachmentsEF-PDF15500Section 2 - PDF AttachmentPDF-1Note: Form 1041 attachment is Wisconsin only

Do the following to attach one or more PDFs:1.Review the IRS’s or DOL's list of required PDFs to determine if these forms or schedulesare in the return.2.Review the return to determine if there is anything else that should be sent as supportinginformation.3.Do either of the following:For Worksheet View:i.Do one of the following: From View Worksheet Menu/Tree, select Electronic Filing on theGeneral tab. From View Full Window Worksheets List, select Electronic Filing underGeneral.ii. Select the section based on which return you are filing, and whether or not thePDF is required. See the previous table for selections.ProSystem fx Electronic Filing - Attaching a PDF File to a Return for e-filing2

For Interview Form, click Form EF-PDF1 (PDF-1 for 5500) on the Fed Interview tab.If both required and optional attachments are accepted, the section for enteringSpecific Forms is at the top of the page, and the section for All Other PDFAttachments is at the bottom of the page.4.For a required PDF, enter the EF Code, or double-click in the EF Code field and select thecode from the list. The attachment name will populate.5.For an optional PDF attachment, enter the IRS or DOL attachment name.ProSystem fx Electronic Filing - Attaching a PDF File to a Return for e-filing3

6.Double-click or press F4 in the PDF Path/File Name field. The browse window displays.7.Browse to the file location.8.Double-click the file or select Open to attach the file.Note: The PDF document must be available from the machine that you are trying toexport the return from, otherwise the following error will occur:To correct this error, the specified location must be available on the computerexporting the return to Electronic Filing. The drive must be mapped on theworkstation exporting the file and cannot be password-protected. We recommendthe PDF documents be located in a folder on the root of the drive where ProSystem fxis installed. The preparer must adhere to the guidelines set by the IRS or DOL foundbelow to avoid rejection of the return.9.Select FS and ST, as needed. Specific information for states that use the "FS" and "State"boxes is included in the states' instructions.Notes:The total size of all PDF files attached to one electronic return submission cannot exceed1 GB (1 GB is approximately 5,000 pages).Multiple PDF files may be submitted, but no one PDF file can exceed 60 MB(approximately 500 pages).A separate file must be created for each form type included as PDF (for example, one filefor Forms 926, one file for Forms 982).If any one form type exceeds the 500-page limit, multiple PDF files should be created forthe same form (for example, if a corporation is required to file 600 Forms 926, thereshould be two PDF files - each fewer than 500 pages).All PDF files must have a unique name.ProSystem fx Electronic Filing - Attaching a PDF File to a Return for e-filing4

Allowable forms within the PDF FormatFor guidelines regarding forms that may be attached to the XML portion of the electronic returnas a PDF file, refer to the following information from the IRS Web site:Modernized e-File (MeF) User Guides & PublicationsProSystem fx Electronic Filing - Attaching a PDF File to a Return for e-filing5

ProSystem fx Electronic Filing - Attaching a PDF File to a Return for e-filing 4 . Allowable forms within the PDF Format . For guidelines regarding forms that may be attached to the XML portion of the electronic return as a PDF file,