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How to Edit/Combine PDFs

Sometimes uploads will fail because critical data is missing. Here's how to combine any missing documents into a singular PDF for successful processing.

When uploaded returns are flagged for missing data, you will receive an email from our manual review team about what is needed to confirm our calculations to generate an accurate Tax Report in bold at the top of the email.

If an email was not received, the information needed will also be notated via the client's household.


Why do I need additional documents?

  • In addition to the actual 1040, there are almost always other necessary forms/schedules that need to be included with an uploaded return.
  • If/when those are missing, we will highlight those additional documents that need to be included with the 1040 in one combined PDF and reuploaded to have that return processed successfully.
  • Our system does not combine separate uploads into one; all necessary documents must be included in the same upload.
The article below details what forms we need per the requirements of each return. 
 

Combining Uploads / Editing PDFs

  • Users have the most success in editing files within the 'AdobePDF' software. We always recommend that any editing on private documents be done only on a secure desktop rather than using online sites. 

Resources:

Mac OS: Editing Pages     Combining PDFs

Windows: Editing Pages 

  • If file size issues occur after combining the pages, our article on File Size Limit should help!