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Use Edit > Electronic Filing Attachments to include PDFs with the electronic record.

PDF Attachments - Reviewed by AZ DOR

Arizona DOR reviews certain documentation included as PDF attachment with Form 140/140PY/140NR electronically filed return to support credits and deductions claimed on the return. For most scenarios, you can typically enter any Attachment title you wish (regardless of whether or not it’s on the pre-defined list for Arizona) when using electronic filing attachments.

When providing supporting documentation for the scenarios below, you must choose the appropriate Arizona pre-defined Attachment title from the drop-down list when attaching a PDF:

• Form 140PTC, line 4 - Property Taxes: If Form 140PTC, line 4 is marked as "Own", attach a copy of the Property Tax Statement. Choose Property Taxes from the pre-defined list of attachment titles.
• Form 140PTC, line 9 - Statement of Title 16 SSI Payments: If Form 140PTC, line 9 is marked "Yes", attach a copy of the statement from the Social Security Administration showing proof of Title 16 SSI payments. Choose Statement of Title 16 SSI Payments from the pre-defined list of attachment titles.
• Form 140PTC, line 12 - Proof of Payment of Property Taxes: If Form 140PTC, line 12 includes an amount for property taxes paid, attach proof of payment of property taxes. Choose Proof of Payment of Property Taxes from the pre-defined list of attachment titles.
• Form 308-I, line 1 - Certificate of Authorization (Form 308-I): If Form 308-I, line 1 is marked "Yes", attach a copy of the Certificate of Authorization for Form 308-I. Choose Certificate of Authorization (Form 308-I) from the pre-defined list of attachment titles.
• Form 308-I, line 3 - Certificate of Authorization (Pass-through Entity): If Form 308-I, line 3 is marked "Yes", attach a copy of the Certificate of Authorization from the pass-through entity for Form 308-I. Choose Certificate of Authorization (Pass-through Entity) from the pre-defined list of attachment titles.
• Form 338, line 1 - Authorization of Tax Credits (Form 338): If an amount is reported on Form 338, line 1, attach a copy of the Authorization of Tax Credits for Form 338. Choose Authorization of Tax Credits (Form 338) from the pre-defined list of attachment titles.
• Form 131, line 9b - Court-appointed or certified personal representative: If box 9b is checked , attach a copy of the court certificate showing your appointment. Choose Court Certification (Form 131) from the pre-defined list of attachment titles.
• Form 131, line 9c – Person other than 9a or 9b claiming refund: If box 9c is checked , attach a copy of the document showing appointment by the court. Choose Other Evidence (Form 131) from the pre-defined list of attachment titles.

PDF Attachments - Not processed by AZ DOR

Arizona DOR advises that certain forms and documentation are required to be submitted to specific mailing addresses or submitted online via AZ DOR web site in order to process them properly. Thus, such forms and documents will likely not be processed by AZ DOR if submitted as PDF attachment to electronically filed 140/140PY/140NR returns, including the following:

Form 140-IA - Installment Agreement Request

Form 200 - Request for Innocent Spouse Relief

Form 285 - General Disclosure / Representation Authorization Form (Power of Attorney)

Form 8822 - Change of Address

Submit the aforementioned forms according to the form instructions.

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