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Filing

Sign 990 returns for electronic filing

You can use either the Practitioner Personal Identification Number (PIN) or Scanned Form 8453 option to sign an electronic return.
note
Electronic signatures for extensions filed electronically are necessary only if you use electronic funds withdrawal (EFW) to pay a balance due on the extension.

Practitioner PIN

  1. Complete the
    Signature date
     field on the ELF screen. This should be the date when an officer signs Form 8879-EO.
    note
    If you leave this field blank, UltraTax CS defaults to the option selected in the
    When Form 8879 (etc.) signature date(s) (Preparer and/or Client) are not entered
     field in the
    Setup
    ,
    Office Configuration
    ,
    Print Options
     tab.
  2. Enter 5 numbers in the
    ERO PIN
     field. You can select any 5 digits other than 00000. The actual Electronic Return Originator (ERO) PIN is an 11-digit number: the 1st 6 digits are your IRS-supplied Electronic Filing Identification Number (EFIN), and the last 5 digits are the self-selected numbers entered in the ELF screen.
  3. Have the client complete the
    Taxpayer PIN
     field, a self-selected set of 5 numbers other than 00000.
    note
    As the ERO, you may enter this PIN if you have the taxpayer's written signature on Form 8879-EO, IRS e-file Signature Authorization for an Exempt Organization. This form prints with the return if you elect to use the PIN. Keep this form with your records. Don't mail it to the IRS unless asked to do so.

Scanned Form 8453

  1. Complete the
    Signature date
     field on the ELF screen.
    note
    Leave the PIN fields in the Personal Identification Number (PIN) Information section of the ELF screen blank.
  2. Once you complete the return, print a copy of Form 8453-EO, Exempt Organization Declaration and Signature for Electronic Filing. You'll need to sign the form as the ERO, and have an officer also sign the form.
  3. Do 1 of the following:
    • If you're licensed for FileCabinet CS, scan the signed form into FileCabinet CS to create and store a PDF version of the form.
    • If you don't have FileCabinet CS, create a PDF file of the signed form and save the file to a location on your hard drive.
  4. With the return open, select
    Edit
    ,
    Electronic Filing Attachments
    , then
    Add
     to include the PDF in the electronic file.
  5. Select
    8453 Signature Document
     from the dropdown In the
    Attachment title
     field.
  6. Select
    Federal
     from the dropdown in the
    Product
     field.
  7. Select 1 of the following options from the dropdown in the
    Return
     field:
    • Tax Return
    • Form 990-PF Extension
      ,
    • Form 990-T Extension
      , or
    • Form 4720 Extension
  8. If you scanned the document into FileCabinet CS, select
    FileCabinet CS
    , then
    Select
     to select the document. If you didn't scan the document into FileCabinet CS, select
    File
    , then
    Browse
     to go to the location of the document you want to attach.
    note
    • If you're running UltraTax CS through Virtual Office CS or Software as a Service (SaaS), you can go to files on your local network.
    • If you want to proforma this attachment next year, mark the
      Proforma information to next year
       checkbox.
  9. Select
    OK
     to go back to the
    Electronic Filing Attachment
     window.
  10. Select
    View Attachment
     to review the PDF file included in the electronic file, or select
    OK
     to close the window.

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