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Filing

Use a Practitioner PIN to sign an e-file return

Follow these steps to sign an e-file return with a Practitioner personal identification number (PIN).
note
  • Electronic signatures for extensions filed electronically are necessary only when using electronic funds withdrawal (EFW) to pay a balance due on the extension.
  • When you complete the following steps, UltraTax CS generates Form 8878-A. The taxpayer needs to sign Form 8878-A and return it to the electronic return originator (ERO) before transmitting the electronic file. The ERO keeps this form, unless the IRS asks for it.
  1. Go to the ELF screen in the Electronic Filing folder.
  2. Enter the date when the officer of the corporation will sign Form 8879-CORP in the
    Signature date
     field.
    note
    This field is mandatory if you use a Practitioner PIN to sign the return electronically. If you select
    Use current date
     in the
    When Form 8879 (etc.) signature date(s) are not entered
     field in
    Setup
    ,
    Office Configuration
    , the
    Print Options
     tab, you don't need to complete the
    Signature date
     field. UltraTax CS prints the current date on Form 8879 and includes the form in the electronic file.
  3. Enter the last 5 numbers of your ERO PIN in the
    ERO PIN
     field.
  4. Have the client complete the
    Taxpayer PIN
     field with a set of 5 numbers other than 00000.
    note
    • As the ERO, you can enter this PIN if you have the taxpayer's written signature on Form 8879-CORP, E-file Authorization for Corporations. This form will print with the return if you use the PIN. Keep Form 8879-CORP with your records. Don't mail the form to the IRS unless asks for it.
    • The PIN doesn't proforma from year to year because it's the equivalent of an electronic signature. This is in accordance with the IRS procedural steps that participating PIN program practitioners need to follow.

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