Premium Pro Help

Return Attachments and Links

The Return Attachment feature in Premium Pro Enterprise allows you to organize and maintain your supporting documents on a return by return basis. You can also attach items to the Company Information Schedules and the Summary Schedules.

Using the icons on the Attachment toolbar, you can choose to add folders, files, and links globally or to specific returns. You can also replace, delete, view or export (save as) the attachments and links at any time.

Custom Folders

By default, there is one Attachments folder for each jurisdiction in the Attachment Frame. If you amend a return, a folder named Previously Filed will also be automatically created containing the original filing that was submitted.

Users may create custom folders to better organize their documentation. These folders will automatically rollover from year to year.

Steps to Add a Custom Folder

1. Open a state return.
2. Open the Attachment Frame.
3. Click on the folder in which you would like to add a new custom folder.
4. Click on the Add Folder icon on the Attachment Frame toolbar.
   
   
   
5. In the dialog box, enter a name for the new folder and click OK.
6. The new folder will appear in the Attachment window.

Attachments

Attachments are used to attach static files that will not change. With this feature, you can store your state audit notices, spreadsheets, email correspondence, credit documentation or any other item that may be associated with a particular state return. Once attached, the files can be opened by clicking on the file attachment in the Attachment Frame. You can choose to view PDFs in their outside program, or you can view PDFs from within Enterprise.

Viewing PDFs in the Attachment Frame

To view PDFs from within the Attachment Frame in Enterprise (instead of opening outside of Enterprise), go to the Tools Menu and select Options. From the User Options Tab, check the option under Return Attachments that says View attached PDFs in attachment frame.

Number of Attachments

After you attach a file, a number in parenthesis will appear next to the return name in the active tree. The number indicates how many files have been attached to the return. As you add more files, the number will increment.

Steps to Add an Attachment

You may add an attachment to a return by right clicking on the return in the Active tree, or from the Attachment Frame within Enterprise. You may also add attachments by dragging and dropping the file from your computer to the appropriate return, or by dragging and dropping from Outlook. You can drag and drop the entire email, or drag and drop a single file from the email.

Adding an Attachment from the Attachment Frame

1. Open a return.
2. Open the Attachment Frame by clicking on the folder/paperclip icon on the right side of the screen.
   
   
   
3. Highlight the desired folder within the Attachment window.
   
   
   
4. Select the Paperclip button the on toolbar.
   
   
   
5. The Attach File(s) dialog box will appear. Click Browse to locate the file you would like to attach.
   
   
   
6. Click Open. In the Description(s) text box, you may enter an alternative description for the file.
7. Under Add attachment(s) to, select where you would like to attach the file:
   • Current Return attaches the file(s) to the current return only.
   • All returns in current jurisdiction (Alabama) attaches the file(s) to all of the returns in that jurisdiction.
   • All returns in current module (PC-Annual) attaches the file(s) to all of the returns in the current module.
   • Current Return for All Companies attaches the file(s) to the current return for all companies.
8. Choose if you would like the attachments to rollover to the next product year Always, Once, or Never. If you choose Always or Once, there will be a yellow arrow on the attachment icon next to the file indicating that the file will rollover.
   
   
   
9. If you would like the attachments to print with the returns they are attached to, select Print Attachment(s). A print icon will appear next to the attachment indicating whether it is marked to Print (PDFs only).
10. For states that are electronically filed, you will have the option to designate if the attachment is applicable for electronic filing by checking the E-file Attachment option. You will then use the drop down box to select the associated attachment type.  
    
    For attachments designated as e-file, the attachment type (ex: State Business Page, GFA Support) will now display in blue next to name of the file in the Attachment Frame.
    
    
    
    
11. Click OK.

Adding an Attachment by Dragging and Dropping from your Computer

1. Hit the Restore Down button on the Enterprise window and resize it so that you can view other windows on your screen.
   
   
   
2. Expand the appropriate jurisdiction folder so that returns and worksheets are displayed in the tree.
   
   
   
3. Navigate to the file that you wish to attach. (Make sure that the Enterprise tree is visible on your screen in the background.) Press and hold the right mouse button when you select the file, then drag the cursor over the appropriate return in the Enterprise tree and release the mouse button.
   
   
   
4. The Attach File(s) dialog will appear. Follow steps 5-10 from the steps above (Adding an Attachment from the Attachment Frame.)

Adding an Attachment by Dragging and Dropping from Outlook

1. Open the return to which you wish to add an attachment.
2. Expand the Attachment Frame so it is visible in Enterprise. You may wish to pin the Attachment Frame to keep it from disappearing.
   
   
   
3. Hit the Restore Down button on the Enterprise window and resize the window so that you can view other windows on your screen.
   
   
   
4. To attach a complete email to a return, open Outlook so that your email list is displayed. Resize the Outlook window so that both it and the Enterprise window are visible.
5. Drag the email you wish to attach over to the appropriate folder in the Attachment Frame in Enterprise and drop it.
   
   
   
6. The Attach File(s) dialog will appear. Follow steps 5-10 from the steps above (Adding an Attachment from the Attachment Frame.)

To save an attachment from Enterprise, you may drag and drop files from the attachment frame to a location on your computer. You may also drag and drop files from the attachment frame directly to an email message.

Saving Attachments

You may save Enterprise attachments to your computer by using the same drag and drop method described above. You just drag the attachment to the appropriate location on your computer, instead of from your computer into Enterprise. You can also save attachments by right clicking on the attachment in the Attachment Frame and selecting 'Save Attachment as.' Similarly, you can also drag an attachment from the Attachment Frame into an email in Outlook.

Steps to Add Multiple Attachments at Once

1. Follow steps 1-5 above.
2. After you click browse, click on the first file you would like to attach. Then press ‘Ctrl’ on your keyboard and click on any additional files you would like to attach. When all of your files are selected, click Open.
3. Under Add attachment(s) to, select where you would like to attach the file.
   • Current Return attaches the file(s) to the current return only.
   • All returns in current jurisdiction (Alabama) attaches the file(s) to all of the returns in that jurisdiction.
   • All returns in current module (PC-Annual) attaches the file(s) to all of the returns in the current module.
   • Current Return for All Companies attaches the file(s) to the current return for all companies.
   
   
   
   
4. Choose if you would like the attachments to rollover to the next product year Always, Once, or Never. If you choose Always or Once, there will be a yellow arrow on the attachment icon next to the file indicating that the file will rollover.
   
   
   
5. If you would like the attachments to print with the returns they are attached to, select Print Attachment(s). A print icon will appear next to the attachment indicating whether it is marked to Print (PDFs only).
6. Click OK.

Steps to Print Directly to the Attachment Frame

You may print attachments directly to the attachment frame. This feature allows you to print an item, such as a credit worksheet or return, directly into the attachment frame of another return.

1. Open both the item you want to attach and the item you want to attach it to.

2. While viewing the item you want to print, go to the Print to PDF dropdown and choose Attach Return to or Attach Page to.
   
   
   

3. Choose the item you want to attach the PDF to.
   
   
   

4. The Attachment dialog box will appear. Choose your desired options and select OK.
   
   
   

5. The item you printed will now be in the Attachment Frame as a PDF.
   
   
   

E-file Attachments

You may add attachments in Enterprise for the e-file states that allow attachments. The e-file attachments will then automatically flow into the e-file wizard where appropriate when it is time to submit the filing. This will save you time and confusion when e-filing because the software will automatically locate the files when going through the e-file process.

There are two ways to set the attachment type to e-file. When you first attach a file, you will have the option to set the file as an e-file attachment by checking the e-file box in the attachment window.

Most e-file states will only have a dropdown that says “ANY.” However, some states (such as MI, FL and GA) require specific attachment types, which you will set by choosing the appropriate option from the dropdown next to the e-file checkbox. Only one attachment can be set to any specific e-file type, such as State Business Page. If you try to set a second attachment to that same type, a warning will appear giving you the option to reset the original.

If you choose Yes, the original attachment will no longer be set as an e-file attachment. You will have to go to the File Details (see below) of the original attachment if you would like to change it back to an e-file attachment.

The second way to set the attachment type to e-file is by changing the File Details. To do so, right click on a file in the Attachment Frame that has already been attached and select File Details or click on the File Details icon.

Check the checkbox next to E-file to set the attachment type to e-file and choose the subtype from the dropdown if applicable.

You will notice that the icon of the e-file attachment looks like a paperclip with the letter E on it. You can set an efile attachment to print or rollover, just as you can with any other attachment.

You may also automatically attach the state business page and schedule T to returns of e-file states that require these schedules, and automatically mark the attachments for e-file attachments by selecting Attach State Business Page/Schedule T to E-File States from the Actions menu.

Adding Links

Links can be attached to returns allowing you to view documents and folders that are continuously updated. If you revise a linked document or folder, when you click on the link in Enterprise, it will take you to the newly updated file or folder. Linked documents will open outside of Enterprise in their respective programs (Word, Excel, Adobe, etc.).

Steps to Add Links

The steps to add a Link are the same as adding an attachment (above). Simply click on the link icon instead of the attachment icon on the Attachment Frame tool bar. The steps to add a linked folder or document are the same as adding an attachment. Simply click on the link icon instead of the attachment icon on the Attachment Frame toolbar. A link icon will be displayed next to the link.

If you move or delete a file or folder that is linked, a broken link icon will display next to that link indicating that the file or folder it is pointing to does not exist. You must relink the broken link.

File Details

When attaching a file, you may choose to have the attachment rollover to future product years and print with returns. You can change or select these options in the File Details dialog.

File Details

After you attach a file, you may later change the attachment’s file details in order to have it Print with returns or Rollover to the next year. The File Details also list who attached the file along with a time and date stamp.

Print

Items marked as Print during the attachment process can later be selected to print with the return. While all file types can be added in the Print folder, only PDFs can be set to automatically print with returns.

Rollover

Any items marked as Rollover during the attachment process will transfer from year to year.

Steps to View or Change Attachment File Details

1. Click on an attachment in the Attachment Frame.

2. Click on the File Details icon on the Attachment Frame tool bar.
   
   
   
3. The Details dialog box will appear. Check if you would like the file to Print, or select if you would like the file to Rollover Always, Once, or Never. Then click OK.
   
   
   

Icons for Attachments and Links