The video below explains how to attach a PDF file to a return that will be electronically filed using worksheet view in CCH Axcess™ Tax or CCH® ProSystem fx® Tax.



Some return types require that you attach supporting documents as PDF files when you electronically file a return. You can attach PDF files using the General > Electronic Filing worksheet.

• In Tax Year 2015 and later returns, the PDF files are embedded in the return so that you can view them any time you access the return.

The following table lists the worksheet sections used to attach PDF files for all return types that you can electronically file.

• Note: For optional attachments leave the attachment code blank and enter a descriptive Attachment Name. Except for 1041 returns where there is an Optional section.

Note: Before attaching PDF documents to returns:

• You will need to review the IRS and DOL requirements for required PDF attachments.
• Verify the PDF files you plan to attach are not password-protected. Tax authorities do not accept encrypted PDF files.

To attach a PDF document to a return for electronic filing, do the following:

1. Within the return being electronically filed, go to the General > Electronic Filing worksheet.
   • Select one of the PDF Attachment sections shown in the table above.
     • In the field titled PDF Code, use the lookup feature (double-click or click F4), if needed select the applicable attachment code. If you are attaching a required PDF, the file name is automatically entered in the Attachment Name field. If the PDF is optional leave the code blank and enter the IRS or DOL attachment name.
     • In the field titled PDF File Name, use the lookup feature (double-click or click F4) to navigate to and attach the desired PDF document.
     • In the field titled FS, enter the applicable Federal or State code.
     • In the field titled State, use the lookup feature (double-click or click F4) to select the appropriate state code.
2. Calculate the return.

Additional Information

• Not all tax authorities allow PDF files to be attached to returns. For important information regarding taxing authority limitations, file size and file name requirements, see our article on the requirements and limitations for PDF attachments in CCH Axcess™ and CCH® ProSystem fx® Tax.
• ​For additional information on viewing PDF attachments in the return in CCH® ProSystem fx® Tax, see our article on how to view PDF attachments in a return using ProSystem fx® Tax.
• ​For additional information on viewing PDF attachments in the return in CCH Axcess™ Tax,  see our article on how to view or print PDF attachments in a return using CCH Axcess™ Tax.