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Certain filings must be sent to the appropriate taxing jurisdiction as a spreadsheet, document, or some other soft copy format (other than PDF). These forms may be e-mailed or may be uploaded to the agency’s website. Other forms may need to be completed on the agency’s website. Typically, a user will have to register with the agency in order to access the form. These forms cannot be sent as a PDF attachment to e-mail.

A description for these forms will be included in the navigation tree. The form in the product will include a button that will link to the agency’s website through your default web browser. Complete the form and save it to your computer. Then use the file attachment function to attach the file to the FormsPlus form.

Some agencies specify that computer generated filings are not accepted. However, the PDF form generated by FormsPlus is identical to the PDF downloaded from the agency website. In such cases, the icon appearing in the navigation tree will be red. In other cases, a red icon will appear in the navigation tree and a Do Not File watermark may also appear on the form. Typically, these forms must be filed electronically or submitted to the agency in a format other than PDF.