• Filed your 2007 income tax return and/or homestead credit claim electronically.
• Are required to send attachments per the Form W-RA instructions.
• Are required to send in attachments for one or multiple individuals.

For additional information on electronic filing see:

• Frequently Asked Questions
• Form W-RA Instructions
• Publication 115

Ready to Transfer

1. We can only accept .ZIP files containing PDF, TIF, JPG or BMP files.
2. We can only accept files less than 50MB in size. Files larger than 50MB should be divided into two or more .ZIP files.
3. Each attachment name must be in the following format:

Taxpayer’s 9 digit Social Security Number, immediately followed by 2007 (the tax year), immediately followed by a number; i.e. 1, 2, 3, etc.

Example: If the taxpayer’s Social Security Number is 123-45-6789 and the tax year is 2007, the attachment file names would be…

• 12345678920071.PDF
• 12345678920072.TIF
• 12345678920073.BMP
• 12345678920074.JPG

4. Each attachment file name must be in the format described above and then the attachment files must be zipped together as follows:

Example:

These attachment files…

• 12345678920071.PDF
• 12345678920072.TIF
• 12345678920073.BMP

Would be zipped together to create a .ZIP file called Taxpayer1.ZIP

OR

If you have multiple taxpayers, these attachment files…

• 98765432120071.PDF
• 98765432120072.BMP
• 55555555520071.JPG
• 55555555520072.TIF
• 55555555520073.PDF
• 55555555520074.PDF
• 55555555520075.BMP

Would be zipped together to create a .ZIP file called Taxpayers.ZIP

NOTE: If you do not follow this format, the file will not be attached to the appropriate account.

5. Click on the Ready To Transfer link to begin the transfer process.
6. Know where the Form W-RA and attachments are on your PC or Network. Make sure the documents being transmitted are clear and readable.
7. Make sure that the radio button for "Is this a test file": is checked "No."
8. On the "Select the File" line, click on the Browse button to locate the required attachments for the Form W-RA Attachments data file on your PC or Network.
9. Click the “Transfer” button to submit your file.