This article demonstrates how to successfully upload a binary attachment to a tax return.
What is a Binary Attachment?
When completing a tax return you might have a need to attach paperwork to the return in the software using a binary attachment.
These binary attachments allow additional information to be transmitted to the IRS with the taxpayer's forms.
The most common binary attachments are:
ACA Explanation for Business Rule F8962-070
SCH E Safe Harbor
Multiple stock transactions included on Form 8949
8332 Release/Revocation of Release of claim to Exemption for Child by Custodial Parent
Adding a Binary Attachment
Ensure the file you wish to attach is saved on your machine in a location that the software can access (C:, X:, etc.). Be sure to save the file under a name that makes it easy to identify.
Navigate to the bottom of the form where you will be uploading the binary attachment.
Select the Attachment Link.
Form 8949 Stock Transaction Attachment
Form 8332 Release of Exemption Attachment
ACA Explanation Attachment
The attachment window will open. Select Import Document.
Select "..." next to the file name.
Locate the file you wish to import. Highlight the file. Select OK.
Ensure the file you wish to attach is now populated in the File Name box.
In the Description box, enter an appropriate description.
In the Type drop-down select the appropriate label.
Highlight the item you need to binary attach in blue, DO NOT highlight the full tax tax return.
Select OK. It may take a few seconds for the attachment to load.
Once the binary attachment is complete, it will be displayed on the Attached Forms Tree.
Open the binary attachment and ensure the correct document has been attached.
It is very important to open the attachment and ensure you have attached the correct document. Failure to attach the correct document can result in issues with the taxpayer’s return funding.