Required Attachments

To clear a state EF message that requires a PDF attachment, you must either attach the required PDF document that exactly meets the name requirement shown on the EF PDF Attachments window (or as entered on the state PDF screen, if applicable).

To see what attachment is being required, review the needed attachments on the EF PDF Attachments dialog box. In View/Print mode, click the Attach PDF button on the toolbar. In many cases, the software will automatically attach the document when you open the dialog box because it has been generated by the software. In this example, the North Carolina and Georgia returns were automatically attached, but the Connecticut return must be attached manually.

• A green check mark indicates the document is attached.

• Click View to view the attachment from the EF PDF Attachments dialog box. The attachment is also identified on a state PDF~ page in View/Print mode (like VA_PDF~).

• The associated state EF message is cleared when you recalculate the return.

• The attachment may need to be updated when the return is later recalculated after modification. After attachment, whenever you go to view and click the Attach PDF button, you are prompted to update each or all of the checked documents that have been attached.

• A red "X" indicates a document that has not yet been attached. To manually attached a document, see below.

PDF Name Requirements

A PDF name must only contain alphanumeric characters. No punctuation or special characters are allowed. If you include a space in the file name, ensure that there is only a single space between words or numbers. You cannot have two PDF attachments with the exact same file name for the same return.

Manual Attachments

To make the attachment, you have to create, properly name, and save the document, and then use the EF PDF Attachments dialog box to browse to and attach the document. In the example above, a Connecticut return needs to be attached to a Virginia return for credit for taxes paid to CT.

1. Note the required name format for later use.

2. Exit the EF PDF Attachments dialog box.

3. Print the document to PDF (in the example, another state return).

   • Name the PDF file exactly as the Required PDF FileName column indicates (in the example, CTRETURN.PDF).

   • Save the file to a location where you can find it, such as in Drake Documents.

4. Calculate the return.

5. In View/Print mode, click the Attach PDF button, opening the EF PDF Attachments dialog box.

6. Click the Browse button, navigate to the file, select it and click Open.

7. You are returned to the EF PDF Attachments dialog box. The document is now preceded by a check mark, indicating the attachment is completed.

8. Return to data entry and press Calculate to clear the EF message.

Optional Attachments

There are several states that allow for optional PDF attachments in an individual return. The following states have a screen within state specific data entry for optional attachments. From federal data entry, go to the States tab. Select the state, and go to the location indicated below:

State	Screen Location
AL	Electronic Filing tab > PDF screen
AR	General tab > PDF screen
CO	General tab > PDF screen
DE	General tab > PDF screen
GA	Other tab > PDF screen
LA	Other tab > PDF screen
MA	Other tab > PDF screen
MD	Other tab > PDF screen
MI	Other tab > PDF screen
MN	EF tab > PDF screen
MO	General tab > PDF screen
MT	Credits tab > ATT screen
NC	Other tab > PDF screen
NH (DP10 only)	Interest and Dividends tab > PDF screen
NM	Credits tab > PDF screen
NJ	General tab > OPT screen.
OH	Other tab > PDF screen
OK	Other tab > PDF screen
OR	Other tab > PDF screen
PA	General tab > PDF screen
SC	Other tab > PDF screen
VA	Other tab > PDF screen
VT	Other tab > PDF screen
WI	Other tab > WPDF screen
WV	Other tab > PDF screen

The above screens inside state specific data entry are for optional attachments. If a state red message is requiring the PDF attachment, the state screen does not need to be completed.

Updating an Attachment

State return attachments that are software attachments (required as a result of data entry in the return) are either:

• Automatic, where the attachment was generated by the software and attached when you clicked the Attach PDF button in View/Print Mode.

• Manual, where you printed the attachment and manually attached it on the EF PDF Attachments dialog box after clicking the Attach PDF button in View/Print Mode.

Automatic

1. Calculate the return.

2. Go to View/Print Mode.

3. Click the Attach PDF button.

4. You are prompted to update an attachment.

5. Select Yes to update it (No cycles you through all automatic attachments if there is more than one).

Manual

1. Calculate the return.

2. Go to View/Print Mode.

3. Click the Attach PDF button.

4. Select the attachment you want to update from the list.

5. Click Delete to remove it.

6. The attachment now displays an "X" indicating the attachment has not been completed.

7. Re-calculate the return.

8. Print the updated document to PDF that you want to attach and follow the normal process to attach it.

9. After updating a state attachment, click View on the EF PDF Attachments dialog box to open the attachment and confirm that it is the updated document.

10. Recalculate to clear the EF Message.

Common EF Messages

State	EF Messages
Alabama	0054, 0290, 1504
Arkansas	0815, 1050
Arizona	0040, 0103, 0242, 0243, 0244, 0246, 0247, 0248, 0249, 0516
California	0525, 0529, 0540
District of Columbia	0081, 0083
Delaware	0013, 0023, 1300
Georgia	0020, 0021, 0026, 0049
Hawaii	0004, 0013, 0014, 0020, 0040
Idaho	0031, 0033, 0034, 0035, 0036, 0037, 0059, 0067, 1009, 1020, 1021, 1022, 1030, 1031, 1032, 1035, 1046, 1050, 1065, 1220, 1240, 1260
Kansas	0108, 0109, 0110, 0111, 0112, 0113, 0114, 0115, 0116, 0117, 0118, 0119, 0120, 0121, 0170, 0285, 0286, 0736
Kentucky	3021
Louisiana	0058, 0077
Maine	1017
Maryland	0062, 0063, 0096, 0117, 0119, 0132, 0135, 0175, 0176, 0177, 0178, 0179, 0180, 0181, 0182, 0183, 0184, 0185, 0186, 0187 ,0188, 0189, 0190, 0191, 0192, 0193, 0194, 0195
Michigan	0076, 0078, 0079, 0080, 0081, 0082, 0324, 1016
Minnesota	0042, 0049, 0068
Missouri	0007, 0008, 0284, 0291, 0301, 0302, 0303, 0304, 0305, 0306, 0307, 0308, 0309, 0310, 0311, 0312, 0313, 0314, 0315, 0316, 0317, 0318, 0319, 0320, 0321, 0322, 0323, 0324, 0325, 0326, 0327, 0328, 0329, 0330, 0331, 0332, 0333, 0334, 0335, 0336, 0337, 0338, 0339, 0340, 0341, 0342, 0343, 0344, 0345, 0346, 0347, 0348, 0349, 0350, 0351, 0352, 0353, 0354, 0355, 0356, 0357, 0358, 0359, 0360
Mississippi	0012
Montana	0123, 0124
North Carolina	0049, 0050, 0051, 0058, 0059
North Dakota	1101, 1102, 1103, 1104, 1107, 1108, 1109
Nebraska	0025, 0026, 0027, 0028, 0029, 0030, 0031, 0032, 0033
New Hampshire	0200, 0201
New Mexico	0028, 0029, 1119, 1120, 1121, 1122, 1123, 1124, 1125, 1126, 1127, 1128, 1129, 1130, 1131, 1134, 1135, 1136
New York	0021, 0024, 0034, 0035, 0036, 0039, 0043, 0047, 0050, 0051, 0052, 0053, 0054, 0055, 0056, 0058, 0059, 0073, 0074, 0075, 0076, 0077, 0078, 0081, 0081, 0082, 0083, 0084, 0086, 0087,  0090, 0131, 0146, 0150, 0151, 0160, 0161, 0177, 0178, 0189, 1167, 2077, 2084, 2099, 2106
Ohio	0003, 0073
Oklahoma	0027, 0050, 0059, 0063
Oregon	0019, 0030,  0031, 0043, 0056
Pennsylvania	0075, 0164, 0815, 0887, 2024
Rhode Island	0134
South Carolina	0032
Utah	0024, 0035, 0071
Virginia	1306, 1307, 1308, 1310, 1311, 1312, 1313, 1314, 1315, 1316, 1317, 1318, 1319, 1320, 1321, 1330, 2050
Wisconsin	0039, 0042, 0043, 0044, 0046, 0049, 0051, 0052, 0053, 0054, 0056, 0057, 0058, 0059, 0061, 0062, 0063
West Virginia	0048, 0049, 0050, 0062, 0064, 0066, 0080, 0081, 0082, 0083, 0084, 0085, 0086, 0087, 0088, 0089, 0090, 0090, 0091, 4000

See Drake Tax – e-File Attachments for information about Federal PDF attachments.