Use Form 8453 to sign an e-file return

Follow these steps to use Form 8453 to sign an e-file return.
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. When the return is complete, print a copy of Form 8453-CORP, E-file Declaration for Corporations.
  2. Sign the form as the ERO and have an authorized officer of the corporation 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 Portable Document Format (PDF) version of the form.
    • If you don't have FileCabinet CS, create a PDF of the signed form and save it to your hard drive.
  4. To include the PDF form in the electronic file, select
    Edit
    ,
    Electronic Filing Attachments
    , then
    Add
    .
  5. In the
    Attachment title
    field, select
    8453 Signature Document
    from the dropdown.
  6. In the
    Return
    field, select
    Tax Return
    from the dropdown.
  7. If you scanned the form into FileCabinet CS, select
    FileCabinet CS
    ,
    Select
    , then the PDF. If you didn't scan the form into FileCabinet CS, select
    File
    , then
    Browse
    go to the location of the PDF to attach it.
    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.
  8. Select
    OK
    to go back to the Electronic Filing Attachment window.
  9. Select
    View Attachment
    to review the PDF file. Select 
    OK
    to close the window.

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