You can add PDF files as attachments to a Tax Return. The process is the same for both companies and individuals.
- In the Data Input tab of the Tax Return, click Add an attachment….
- Browse to the location of the attachment you want to add, then click Upload.
The maximum size of PDF file that can be uploaded is about 4 MB, but much smaller sizes are recommended. There is a similar limit to the size that can be sent to HMRC.
If the attachment is not a recognised PDF format Taxfiler will not allow it to be attached to the Tax Return. If a PDF file is protected with a password then it will not be allowed as an attachment, as HMRC does not accept password protected files.
- After uploading the PDF file it will appear in the Data Input tab as an attachment.
- Click the entry to view the attachment or change its description.
Removing an attachment
To remove an attachment, click on it and click Delete Section.