Attach Images to Return
Below are the instructions for attaching images to a return in the TaxAct program. Note: Imported files will be saved as a part of your tax return file so you can view them at any time. They will not, however, be transmitted to the IRS or state agency with your return.
ONLINE:
- Sign in to your TaxAct Online return and click My Return in the top right corner of the screen and then click Images
- Click Choose File to browse for the file on your computer
- Once you have uploaded the file as an attachment, click Add More or Save and Close based on whether you wish to attach more files to the return or not
- If you would like to associate that image directly with any line (or field) detail screen in the return, access that detail screen and click the Images tab
- Click the tag name under My Images and then click the name of the image you wish associated with that detail screen
- Click Save and Close
DESKTOP:
- Start your TaxAct Desktop program
- Click the Forms button in the top left corner
- Click the paperclip icon in the blue bar above the current form shown
- Click Add to browse for the file on your computer
- Once you have uploaded the file as an attachment, click Add or Close based on whether you wish to attach more files to the return or not
- If you would like to associate that image directly with any line (or field) detail screen in the return, access that detail screen and click the Images tab
- Click the tag name under My Images and then click the file name of the image you wish associated with that detail screen
- Click Save and Close when you are done (if an Override Warning screen appears, click OK and then click Save and Close again)