990 E-file: Setting E-file Tax Defaults

Setting General Tax Defaults for E-file

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 990) 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 E-file > 990.
Select the type of originator: ERO, Online Filer, Reporting Agent, IRS Agent, Financial Agent, or Large Taxpayer. The default is None Selected.
Select the default signature method: None Selected, PIN, or Binary Attachment 8453 Signature Document. You may override this default on a return-by-return basis.
If you select the Practitioner PIN, you can select any or all of the following options:
- randomly generate the officer PINs
- use the first five numbers of the Firm Employer ID Number (FEIN) as the ERO PIN.
If applicable, select the option to indicate that the ERO is also the paid preparer.

E-file/990_ef_defaults.htm/TY2020

Last Modified: 02/17/2020

Last System Build: 09/13/2021