990 E-file: Preparing the Return

Preparing the Electronic Part of the Return

You must create a data file for every return you wish to e-file. The following major tasks to create a data file are as follows:

Enable e-file and auto-calculation.
Enter PIN or binary signature information.
Enter any additional information and review PDF attachment details.
Review the forms list, name control, and special conditions.
Review e-file diagnostics, including rejects, alerts, and XML validation errors.
Create an e-file for the return.

Print the tax return. We will generate forms that must be filed with the IRS and forms that are provided to the taxpayer as a record.

Form 8453-EO: US Individual Income Tax Declaration for Electronic Filing. This form will not print if a practitioner or self-selected PIN is used.

E-file/990_ef_return_2.htm/TY2020

Last Modified: 08/13/2020

Last System Build: 09/13/2021