1065 E-file: Steps to E-filing a Return

These steps apply to e-filing the return and extension, unless specifically noted:

1. Enable e-file.
2. Select a signature authorization method.
3. Review PDF attachments.
4. Enter General Dependencies for the return.
5. If applicable, attach separate XML files for international forms.
6. Review additional information specific to this e-file return.
7. Check for errors by generating a validation file.
8. Create the e-file.
9. Review the status of the XML file.
10. Review the history of e-file creation and deletion.
11. Transmit the e-file.
12. Check the status of the e-file submission.

 

 

 

E-file/1065_ef_steps_1.htm/TY2020

Last Modified: 03/20/2020

Last System Build: 09/13/2021

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