1040 E-file: Setting General Tax E-file Defaults

To set up e-filing tax defaults for the entire firm, follow these steps:

In Tax Defaults, select the 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 1040) 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.

E-file/1040_ef_defaults_1.htm/TY2021

Last Modified: 02/17/2020

Last System Build: 08/30/2022