990 E-file: Enabling E-file

1. On the Organizer tab, select E-file > Return > Enable E-file > Enable E-file.

   

2. Be sure that Auto-Compute is turned on.
3. Enter the EFIN (a six-digit number assigned by the Andover IRS service center) and the originator (the ERO is normally the paid preparer). Both fields are mandatory entries.
4. Select the type of originator: ERO, Online Filer, Reporting Agent, IRS Agent, Financial Agent, or Large Taxpayer. The default is None selected.
5. Check the box to enable e-file for the federal return. This is a mandatory entry.
6. If desired, select the states for e-file.

   

7. If desired, select the option to suspend the states for e-file.

   

Deleting the E-file

1. On the Organizer tab, select E-file > Return > Enable E-file > Delete E-file.

   

2. Select the e-file you wish to delete (federal, extension, and/or state e-file).
3. Click the appropriate button.

 

 

 

E-file/990_ef_return_3.htm/TY2020

Last Modified: 08/13/2020

Last System Build: 09/13/2021

©2020-2021 Thomson Reuters/Tax & Accounting.