For important information regarding taxing authority limitations, file size and file name requirements, see our article on the requirements and limitations for PDF attachments in CCH Axcess™ and CCH® ProSystem fx® Tax. Not all tax authorities allow PDF files to be attached to returns.In the field titled State, use the lookup feature (double-click or click F4) to select the appropriate state code.In the field titled FS, enter the applicable Federal or State code.Note: For 990 Exempt Organization returns, the field is titled Attachment Location..In the field titled PDF File Name, use the lookup feature (double-click or click F4) to navigate to and attach the desired PDF document.If the PDF is optional leave the code blank and enter the IRS or DOL attachment name. If you are attaching a required PDF, the file name is automatically entered in the Attachment Name field. In the field titled PDF Code, use the lookup feature (double-click or click F4), if needed select the applicable attachment code.Select one of the PDF Attachment sections shown in the table above.Within the return being electronically filed, go to the General > Electronic Filing worksheet.To attach a PDF document to a return for electronic filing, do the following: Tax authorities do not accept encrypted PDF files. Verify the PDF files you plan to attach are not password protected.You will need to review the IRS and DOL requirements for required PDF attachments.Note: Before attaching PDF documents to returns: For optional attachments leave the attachment code blank and enter a descriptive Attachment Name. Note: For tax years after 2018 or 2019, depending on return type, the Optional Attachment sections were removed from the software.The following table lists the worksheet sections used to attach PDF files for all return types that you can electronically file. In Tax Year 2015 and later returns, the PDF files are embedded in the return so that you can view them any time you access the return.You can attach PDF files using the General > Electronic Filing worksheet. Some return types require that you attach supporting documents as PDF files when you electronically file a return. For further information on the available options please feel free to ask at the Registration Desk.The video below explains how to attach a PDF file to a return that will be electronically filed using worksheet view in CCH Axcess™ Tax or CCH® ProSystem fx® Tax. Other restaurants are available in Via Santa Lucia behind the conference site. A large number of restaurants are available within walking distance from the Conference site mostly located along the seafront or opposite beneath Castel dell’Ovo. Lunches are not included in the conference fee. Lunch breaks are scheduled from 12:00 until 13:30. Make sure you wear your name badge during all breaks and while participating to the conference. There are two coffee breaks scheduled during conference days: one in the morning from 9:30 until 10:00 and one in the afternoon from 15:30 until 16:00. One will be located by the Registration Desk area on the ground floor of the Continental building (C), just outside the Auditorium (room C-0-Auditorium), the other at the “Refreshment area” located on the first floor of the Partenope Congress Center (next to room P-1-Aula Magna). There will be two sites for coffee breaks during the conference.
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