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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:

  1. Sign in to your TaxAct Online return and click My Return in the top right corner of the screen and then click Images
  2. Click Choose File to browse for the file on your computer
  3. 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
  4. 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 
  5. Click the tag name under My Images and then click the name of the image you wish associated with that detail screen
  6. Click Save and Close

 

DESKTOP:
  1. Start your TaxAct Desktop program
  2. Click the Forms button in the top left corner
  3. Click the paperclip icon in the blue bar above the current form shown
  4. Click Add to browse for the file on your computer
  5. 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
  6. 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
  7. Click the tag name under My Images and then click the file name of the image you wish associated with that detail screen 
  8. Click Save and Close when you are done (if an Override Warning screen appears, click OK and then click Save and Close again)