Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Filing

File 990-PF estimates electronically

Follow these steps to create the tax return electronic file if you're using electronic funds withdrawal (EFW) to pay for estimates.
  1. Open the
    ELF-2
     screen in the
    Electronic Filing
     folder.
  2. Mark the
    Electronic funds withdrawal for Form 990-PF estimated payments
     checkbox.
  3. Enter the client's bank account information.
  4. Select
    View
    , then
    Diagnostics
     to review all diagnostic messages in the
    Federal Diagnostics
     window.
  5. Select any item displayed in the window to open the corresponding screen to address the diagnostic message. Clear all Critical and ELF Critical diagnostic messages and review the FYI diagnostic messages, then close the
    Federal Diagnostics
     window.
  6. Select
    File
    , then
    Print Returns
    .
  7. Mark the
    Government copy
     and
    Create electronic file
     checkboxes.
  8. Print the return to generate the electronic file either to a printer or to FileCabinet CS.
  9. Transmit the electronic returns using CS Connect. In CS Connect, you will have a single file that includes the tax return and all estimate payments.
    note
    • If you file a return after the due date for the estimated tax payments, you need to make the estimated payments through the Electronic Federal Tax Payment System (EFTPS). Clear the
      Electronic funds withdrawal for Form 990-PF estimated payments
       field on the
      ELF
       screen in the
      Electronic Filing
       folder. Then select the EFTPS option in the
      Estimate
       field on the
      Letter
       screen in the
      General
       folder.
    • The IRS withdraws estimates on the 15th of the month (adjusted for weekends and holidays). Therefore, fields aren't available to enter withdrawal dates.
    • You can't file estimates electronically either separately or with extensions. You can only file 990-PF estimates electronically with returns.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close