1041 E-file: Setting E-file Tax Defaults

Setting Up General Defaults

To set up e-file tax defaults for the entire firm, follow these steps:

In Tax Defaults, select E-file > General Information tab.
Enter the E-file ID Number (EFIN) for the firm.
Select the option, if desired, to allow the IRS to electronically withdraw funds when the return is e-filed with a balance due.
For all return types, indicate if you wish to disable the reminder to recreate e-files (for those returns that have changed) when you exit the return.
Enter text to print on the top of Form 8879 and Form 8453 e-file signature forms before the e-file is qualified.
Select the option, if desired, to suppress Form 8948 if the returned is not e-filed and there are no options selected.
(Does not apply to 1041) Select the option, if desired not to print the officer’s signature date on the e-file signature authorization forms for 1065 and 1120. The date will be included in the XML file.
Select the option, if desired, to suppress print of the list of PDF attachments included in the e-file return. You may select this for one, more than one, or all of the listed tax return types.

Navigate to the E-file > 1041 tab.
Select the signature method: Practitioner PIN or Form 8453-F. You can overwrite this selection on a return-by-return basis.
For the Practitioner PIN, you can select any or all of the following options:
- randomly generate the taxpayer and PINs
- use the first five numbers of the Firm Employer ID Number (FEIN) as the ERO PIN
- print the fiduciary PIN on the signature line on Form 1041, Page 1.
Enter the ERO PIN if you choose not to generate it randomly.
Enter the ERO firm name.

E-file/1041_ef_defaults.htm/TY2020

Last Modified: 02/17/2020

Last System Build: 09/13/2021