Attaching required documents to electronic files (1065)

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All attachments, including signature documents and Form 8865 electronic files, must be attached to the return before creating the partnership return electronic file. For information about including Portable Document Format (PDF) attachments with the partnership return electronic file in UltraTax/1065, see Attaching Portable Document Format (PDF) documents to the electronic file.

  • Form 8453-PE must be signed and dated before the form is attached to the electronic file.
  • Forms 8878-A and 8879-PE are held by the preparer unless requested by the IRS.

For information about attaching Form 8865 electronic file to the partnership return electronic file in UltraTax/1065, see Filing and attaching Form 8865 to electronic files.


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