User's Manual - Drake Software

Drake Software User’s Manual
Binary Attachments
Table 5-24: PDF Attachment Window Columns
Column Description Examples
File name
Distinctive, easily recognizable file
name, followed by “.pdf”
- JohnsonDivorce.pdf
- SmithInsolvency.pdf
3. Exit the PDF screen.
Because you’ve indicated that a PDF file is attached, the program generates an EF
message regarding the attachment when the return is calculated.
Attaching
Documents
to the Return
To attach a PDF file to a return:
1. From the return, click View. If anything was entered on the PDF screen (see
“Adding PDF Files” on page 184), there will be three PDF–related items in the
View/Print window:
• A MESSAGES alert (see item 1 in Figure 5-62)
• An EF_PDF~ worksheet that lists all items entered on the PDF screen and any
required attachments determined by the program (see item 2 in Figure 5-62)
• An Attach PDF button on the toolbar (item 3 in Figure 5-62)
Figure 5-62: Attaching PDF documents to a return
2. Click MESSAGES file to view EF messages, which provide information on how
to attach the required documents to the return.
3. Click the Attach PDF button in the toolbar at the top of the window. The EF PDF
Attachments window displays the information entered on the PDF Attachments
window in data entry. A red X means the document has not yet been attached; a
green check mark indicates an attached document.
Tax Year 2012 185