How to add an external document to the Document Archive in a return

How to add an external document to the Document Archive in a return

SUMMARY

This article demonstrates how to add an external document (photo, word doc, etc.) to the Document Archive in a return.
Note: There is a maximum size of 1 megabyte for an attachment.

MORE INFORMATION

  1. Open a return.
  2. Double-click on Document Archive in the forms browser.
  3. In the Archived Documents Listing window, click on Import Document.
  4. On the Document Import screen click on the button.
  5. Select the file to be attached and click Open.
  6. In the Description field enter a brief description of the document being attached.
  7. Click Ok to import the document.
The document will be included in the Document Archive for the return.