Business Returns E-file: Steps to E-filing a Return

These steps apply to e-filing the return and extension, unless specifically noted:

1. Enable e-file.
2. Select a signature authorization method.
3. Review PDF attachments:
   • General Dependency
   • International Form Attachments
4. Review additional information specific to this e-file return.
5. Check for errors by generating a validation file.
6. Create the e-file.
7. Send qualified returns and extensions to the IRS.
8. Review the status of returns and extensions.

 

 

 

E-file/oit_ef_steps_1.htm/TY2020

Last Modified: 03/20/2020

Last System Build: 09/13/2021

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