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Filing

File a 990 extension electronically

Follow these steps to file a 990 extension electronically.
  1. Enter data.
  2. Go to the
    ELF
     screen in the
    Electronic filing
     folder and mark
    File extension(s) electronically
    .
  3. If you want to pay the balance due on extension through electronic funds withdrawal (EFW), complete the following fields in the Extension Information section of the screen:
    important
    If you aren't using electronic funds withdrawal, leave all of the following fields blank. Signature information isn't necessary unless you're using EFW. Entering signature information without EFW causes a rejection.
    1. Signature date
    2. PIN authorization indicator
    3. Taxpayer PIN
    4. ERO PIN
    5. Form 8453-EO or 8879-EO, signed and returned.
    6. Requested payment date
    7. Electronic Funds Withdrawal Information section on the ELF-2 screen
  4. Create the electronic file.
  5. Select
    File
    , then
    Print Extensions
    .
  6. Select
    Options
    .
  7. By default, UltraTax CS prints the 1st extension for the federal and state returns. To print only the federal extension, mark the
    Federal
     checkbox in the
    Selected Returns
     tab. To print a 2nd extension for a state, go to the
    Extension Print Options
     tab.
  8. Mark the
    Create electronic file
     checkbox.
  9. Select
    Print
     or
    E-file
    . UltraTax CS creates an electronic extension for each client without errors.
    note
    If errors are present in the E-File Error Report, UltraTax CS won't create the extension file.
  10. Transmit the electronic file using CS Connect.

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