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Status Awaiting Prioritization
Categories Tax
Created by Guest
Created on Jan 6, 2024

Attachments to the Tax Return should be included when you download the Tax Return

It does not make sense to me why attachments to the return (e cgt comps) do not download as part of the return - its such a hassle to merge the pdf of the return with the attachment before sending to the client for approval.

  • Attach files
  • Admin
    Jenny Strudwick
    Nov 6, 2025

    From the Review & File Tab - if you download the PDf of the Tax Return & Declaration (for sending to the client) you will be given the option of including attachments.