Intuit Inc.
Systems, methods and apparatus for attaching electronic documents to an electronic tax return

Abstract:

Systems, methods and articles of manufacture for preparing an electronic tax return in which a supporting document is associated with a specific form field of the tax return and attached to the tax return. The system displays a tax data input screen for a user to input tax data for a current form field of the tax return being worked on. The system determines that a supporting document is required for the current form field and displays an attach document command. When a user selects the command, the system displays a file selection function. The system receives a selection of a document file selected using the file selection function and automatically associates the selected document file with the current form field and uses metadata related to the form field to assign a document description to the selected document file.