• Use the View Attachments  button on the Quick Access Toolbar. This button will be active when you have PDF files attached to the return you have open.
  1. ​Click View Attachments  on your toolbar.
  2. Click the PDF icon  for the PDF that you want to view.
  3. When finished, click Close.
• View the PDF attachments when print previewing the return.
  1. Click Print > Print Preview.
  2. In the navigation pane on the left, expand Entire Return. Select the copies of the return that you want to preview.
  3. In the Print electronic filing PDF attachments section, select the check box for the return copies that you want to view the attachments in.
  4. Click Preview.
     • The attached PDFs will show at the end of the Federal forms.
  5. To print the return, click Print. To close the preview, click Close.
• View the PDF attachments when e-filing the return

1. Go to Print > Print Preview
2. In the navigation pane on the left, expand Entire Return
3. Click on customize option > External object > Insert
4. Select the PDF you want to insert > Click OK
5. Click Preview
6. The attached PDFs will show at the end of the Federal forms
7. To print the return, click Print. To close the preview, click Close
8. Calculate the tax return

Notes

• If you do not have the View Attachments button to your toolbar, you can add it using the following instructions.
  • To find out how to add the View Attachments button see our article on how to add buttons to the Quick Access Toolbar in CCH Axcess™ Tax.