Karl
Level 8
Level 8

Your post isn't clear about what you're trying to upload, but here are are few thoughts:

  • Are you trying to attach a PDF to the efile of your returns?  That's on Screen 4.4, not the Import menu.
  • Are you trying to import data from a PDF into Lacerte, like fixed assets or stock sales?
    • Stock sales, just enter a summary of ABCDEF into screen 17 and attach the details where you need to substantiate basis on 4.4.
    • Fixed assets, you'll have a lot easier time if you convert it to Excel.  It's a lot easier to convert your PDF through Excel>Data>Get Data>From File>PDF and find the right data.
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