efile Status: PDF error - for a return in CCH® ProSystem fx® Tax or CCH Axcess™ Tax using worksheet view.
Full Message Text
"PDF Error" status for a return in Electronic Filing Status System
Resolution
There are a few common solutions for getting "PDF error" as the transmission status on the ELF site.Solution 1: Recalculate and resubmit return.
Solution 2: Delete all PDF(s) attached and re-attach.
See Additional Information (below) for information on attaching PDFs to returns.Tax Product | Worksheet | Section | |
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Exempt Organization | Form 990 | General > Electronic Filing | 6 - PDF Attachments |
Individual | Form 1040 | General > Electronic Filing | 9 - PDF Attachments |
Fiduciary | Form 1041 | General > Electronic Filing | 7 - PDF Attachment - Optional 8 - PDF Attachment - Required |
Partnership | Form 1065 | General > Electronic Filing | 7 - PDF Attachment |
Corporation | Form 1120 | General > Electronic Filing | 6 - PDF Attachments |
S Corporation | Form 1120S | General > Electronic Filing | 6 - PDF Attachments |
Employee Benefit Plan | Form 5500 | General > Electronic Filing | 2 - PDF Attachments |
Notes:
- This solution should be used if the return was exported from a different computer than the computer that had the PDF files attached.
- When attaching PDFs to a return, the return just keeps track of the PDF Path entered until the file is exported to the Electronic Filing Status System. During the export process, the PDF is able to be viewed to verify the correct PDF is being attached and then is attached to the file that is submitted to the taxing authority.
- With Attachment Name field, please describe the PDF using only alphanumeric characters with no special characters (Examples N/A: - . , ~ ! @ # $ % ^ & * ( ) _ + = { } [ ]).
Solution 3: Uppercase may be enabled and needs to be disabled.
- Go to the General > Return Options worksheet.
- Select Section 1 - Processing Options or 1 - Miscellaneous Options (For 1041 returns)
- Use the table below to determine the proper field for the return type.
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Return Type Line Input Exempt Organization Form 990 Line 7 - Print in upper case Use the drop-down to select No. Individual Form 1040 Line 11 - Print in upper case Use the drop-down to select No. Fiduciary Form 1041 Line 14 - Entire return in upper case Use the drop-down to select No. Partnership Form 1065 Line 50 - Upper case Use the drop-down to select No. Corporation Form 1120 Line 34 - Upper Case Use the drop-down to select No. S Corporation Form 1120S Line 58 - In upper case Use the drop-down to select No.
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- Use the table below to determine the proper field for the return type.
- Select Section 1 - Processing Options or 1 - Miscellaneous Options (For 1041 returns)
- Calculate the return.
Solution 4: Delete Blank Active Sections.
- Go to the General > Electronic Filing worksheet.
- Verify active PDF sections have information entered on them.
- Note: Active sections show with blue text for the name. Non-active sections show with black text.
- If a section is showing as active (Blue text), however, no information is entered in, do the following:
- Select the active section that is blank.
- Right-click and go to Delete > Delete Section.
- On the confirmation screen, click Yes to delete the blank section.
- Calculate the return.
- Re-submit the return for electronic filing.
Additional Information
- What are the requirements and limitations for PDF attachments in CCH Axcess™ Tax and CCH® ProSystem fx® Tax?
- For steps on attaching a PDF to a return, see our solution on how to attach a PDF document to an electronically filed return using worksheet view.
Solution Id | 000176293/000176293 |
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