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Do I need to attach anything when I e-file?

Level 1

Hi all,

This is my first year using any professional tax software, I have always used TurboTax in the past. I have a return completed, all of the diagnostics are cleared, and and the client signed a paper copy of the 8879.

To e-file the return, do I just click the e-file button? I just want to make sure that I don't need to attach a pdf or perform any other steps before I send the return.

I'm using ProConnect.

Thanks for any help!

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Level 15
You should get a diagnostic if the software thinks anything needs to be attached. If you don't see a form you think should be in the return when you check the return, it needs to be attached. Respond with what form that is and we might be able to help.

ex-AllStar

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Level 15

Are you preparing your *own* return, or a return for a client?

Former Chump... umm.... AllStar.
If a post answers your question, click on *Accept as solution* for future searches
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Level 1

It's a return for a client.

I forgot to mention in the original post that I already registered my EFIN with Intuit, if that helps.

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Level 15
Level 15

Im sure you weren't preparing client returns on Turbotax....no, you shouldnt need to attach anything extra for a basic return, Im assuming are an ERO and you have an EFIN so that returns can be Efiled, right?


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Level 1

I always just did taxes for family in Turbotax. I'm an ERO and registered my EFIN with Intuit. Thanks for your help, I just wanted some confirmation that I was sending it right. I feel like ProConnect's instructions/support are a little lacking unless you go to the community forums.

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Level 15
You should get a diagnostic if the software thinks anything needs to be attached. If you don't see a form you think should be in the return when you check the return, it needs to be attached. Respond with what form that is and we might be able to help.

ex-AllStar

View solution in original post

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Level 1

There weren't any diagnostics saying anything needed to be attached, so I'm guessing I'm good to go.

Thanks for your help!

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