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Prepare FinCEN Form 114 (FBAR) for e-file

Follow these steps to prepare FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR) (formerly Form TD F 90-22.1), for electronic filing.
  1. Complete data entry in the
    114
     and
    FrgnAcct
     screens (for 1041 and 990 returns, the
    114-2
     screen).
  2. For clients who want to receive an email message upon acceptance of their electronically filed FinCEN Form 114, enter the client's email address in the
    Contact
     screen in the General folder, or in
    Setup
    ,
    Client Communications
    . Do 1 of the following before you create the electronic file.
    • Enter
      1
       (Return) or
      2
       (Return/Extension) in the
      Email notification when electronic file is accepted by taxing agency
       field in the ELF screen in the Electronic Filing folder.
    • Select
      Return
       or
      Return/Ext
       from the Email ELF Ack column in the
      Setup
      ,
      Client Communications
       for the client.
  3. Select
    Setup
    ,
    Client Communication
    , then
    ELF / eSign Options
    .
  4. Select an option in the
    Address email from
     field in the Email settings section.
    • Firm
      : If you select
      Firm
      , enter a valid email address in the
      Firm email address
       field in
      Setup
      ,
      Client Communications
      .
    • Preparer
      : If you select
      Preparer
      , enter a valid email address for the selected preparer in
      Setup
      ,
      Office Configuration
      , the
      Preparers
       tab.
    • Reviewer
      : If you select
      Reviewer
      , enter a valid email address for the selected reviewer in
      Setup
      ,
      Office Configuration
      , the
      Reviewers
       tab.
    • Staff
      : If you select
      Staff
      , enter a valid email address for the staff member in
      Setup
      ,
      Office Configuration
      , the
      Staff
       tab.
  5. Enter the signature date for Form 114a in the
    Signature date / Signature date of authorized representative
     field in the
    114
     screen. Don't enter a future date for the signature date. Entering a future date will stop the creation of the electronic file with error code G37 (Date of signature is invalid).
  6. Check for and correct any electronic filing errors.
  7. Create the electronic file.
  8. Once the electronic file is successfully created, transmit the electronic file using CS Connect.
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