1040 - Adding an External Document to the Archive

Follow the instructions below to successfully add an external document to the document archive:

1. Open a return.

2. Select Document Archive from the Attached Forms.

3. In the Archived Documents Listing window, click on Import Document.

4. On the Document Import screen click on the ellipsis (three dots) button.

5. Select the file to be attached and click Open.

6. In the Description field enter a brief description of the document being attached.

7. Select the type of document you are attaching from the list.

8. Click Ok to import the document.