990 E-file: Selecting Electronic Signature Options

On the Organizer tab, select E-file > Return > Signature Authorization.
The taxpayer may select one of two options for signing the return:
- For the Practitioner PIN option, the taxpayer and the ERO will each select a PIN (or use the auto-generate tax default option), and those numbers will be used to sign the return electronically in the software. Selecting this option will allow the ERO to complete Form 8879-EO. The ERO must retain the completed Form 8879-EO for three years.
- If the taxpayer selects the Binary Attachment option, the ERO will complete and print Form 8453-EO. The ERO will then have all required parties sign the form, scan it into a PDF document, and attach it in the software as a binary attachment. The name of the PDF file is limited to 23 characters.
For the Practitioner PIN, indicate who entered the PIN: ERO or officer.
If desired, select the option to randomly generate the officer and ERO PIN.
Enter the officer PIN and ERO PIN.

E-file/990_ef_return_4.htm/TY2020

Last Modified: 02/17/2020

Last System Build: 09/13/2021