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Attaching a form to a tax return so I can efile the return

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Level 1

I need to attach a basis statement to the tax return before I efile it. How do I do this

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Level 10
Level 10

When in clients open return, click on e-file / attach pdf

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Level 15
Level 15

Highlight the client file in the EFCenter, then on the top toolbar menu choose Efile > Attach PDF Files


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