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Filing

Prepare a 990 return for electronic filing

Follow these steps to enter all data for 990, 990-EZ, 990-PF, 990-N, and 990-T returns and to create the electronic file for 1 client or for multiple clients (batch processing).
note
  • When UltraTax CS creates electronic files, the application automatically deletes any untransmitted electronic files for a client. UltraTax CS notifies you of the returns it will delete. If you want to abort the creation of the new electronic files and keep the existing files, select
    Cancel
    . Otherwise, select
    OK
     to delete the untransmitted electronic files and create new files.
  • If you use a 3rd-party application vendor to transmit 990 returns, UltraTax CS places the electronic file in the location you specified in the
    Setup
    ,
    User Preferences
    ,
    File Locations
     tab.
  • If you use a 3rd-party application vendor as your transmitter, UltraTax CS creates the electronic file without checking for errors when you print the return. The 3rd-party application vendor checks for errors in these returns
  1. Enter the client's tax data.
  2. Select the
    Electronic Filing
     folder.
  3. Enter
    X
     in the
    File returns electronically
     field.
  4. If the
    Name control: Calculated
     field is blank, enter information in the
    Name control: Force
     field on the
    ELF
     screen.
  5. If you use a Personal Identification Number (PIN) to sign the return instead of Form 8453-EO, enter PIN information in the Personal Identification Number (PIN) Information section on the
    ELF
     screen.
  6. Complete the
    Signature date
     field.
    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.
  7. Complete the PIN information on the
    ELF
     screen.
  8. Select
    View
    , then
    Diagnostics
     to review the diagnostic messages in the
    Federal Diagnostics
     window. Select any item displayed in the window to open the corresponding screen to address the diagnostic message. Clear all Critical and ELF Critical diagnostic messages and review the FYI diagnostic messages, then close the
    Federal Diagnostic
     window.
  9. Select Print to open the
    Print Returns
     window.
    note
    • By default, the government collation includes only the forms you need to submit to the taxing authority when you file an electronic return. To change these collations, select
      Setup
      , then
      990 Exempt Organizations
       to open the 990 Product Information window. Select the
      Federal
       or state tab, then
      Tax Return
       to change the print collation for all electronic returns. We strongly recommend using the default collation. This won't affect the forms included in the electronic file.
    • Except for PDF attachments for electronic files, the IRS doesn't let you submit extra paperwork to the taxing authority.
  10. Mark the
    Government copy
     and the
    Create electronic file
     checkboxes.
    note
    • To create the return or check the return for electronic filing errors without printing forms, mark only the
      Government copy
       and
      Create electronic file
       checkboxes in the
      Print Returns
       window.
      • To check for errors without creating the electronic file, select
        Check E-File
        .
      • To check for errors and create the electronic file, select
        E-File
        .
    • If you use a 3rd-party application vendor to transmit returns, mark the
      Create electronic file (for 3rd Party)
       checkbox to create the electronic file. The 3rd-party vendor is responsible for checking for errors.
  11. Select
    Options
     and mark the necessary
    Federal
     and any state checkboxes.
    note
    If you're creating the FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR), clear the
    Federal
     and any state checkboxes, and mark the
    FinCEN Form 114
     checkbox.
  12. To create electronic files for multiple clients at the same time, select
    Clients
    , then the clients.
  13. Select
    Preview
     to view the return on screen, or select the
    Print
     or
    E-File
    . When you select
    Preview
     or
    Print
    , UltraTax CS checks for errors in the electronic file.
    note
    You need to select
    Print
     or
    E-File
     in the
    Print Returns
     window to create the electronic file. Selecting
    Print Preview
     in the toolbar, marking the
    Print Selected Forms
     checkbox, or selecting
    Preview
     in the
    Print Returns
     window doesn't generate the electronic file.

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