Taxprep Forms 2021.1.0

Attach a File

You can attach files to the client files to help with their processing.

Note: File types that present a security risk (executable files) cannot be attached, For example, .exe, .bat, .chm, .js.

To attach a file to a client file, proceed as follows:

  1. In the Forms view, display the client file to which you want to attach one or more files.
  2. In the File menu, click Attached Files.
    The Attached files dialog box is displayed.
  3. Click , select the file you want to attach, and click Open.
    The Attached files properties dialog box is displayed
    Note: You can only select one file at a time.

Attached files properties

The Attached files properties dialog box allows you to select the transmissions for which you want to transmit the supporting documents and set the properties.