Appendix C: FAQs

Preparer Tips

What are the recommended procedures for preparing an e-file?

Recommended procedures for creating your e-file:

If a return will be e-filed, enable e-file very early in the return preparation process.
If you have PDF attachments, , name the PDF file name per IRS naming convention, without special characters, without multiple spaces, and without symbols.
If you are uploading a Third Party XML, name the XML file name without special characters, without spaces, and without symbols.
As you are working on the return, frequently create the validation file at any return level. Review and correct e-file diagnostics and XML validation errors during the return preparation process.
The Organizer screens for specific forms include instruction for e-file returns.
Review your e-file through the E-file Viewer.

E-file/faq_1120_ef.HTM/TY2020

Last Modified: 03/20/2020

Last System Build: 09/13/2021