990 E-file Guide

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Introduction

• Advantages to E-file
• Requirements
• Authorization to Participate in E-file Program

Setting E-file Tax Defaults

• Setting General Tax Defaults for E-file
• Setting 990 Tax Defaults

Elections

• 990 E-file: Elections - General Guidelines
• 990 E-file: Examples of Election Formats
• 990 E-file: Elections - Using the Application
  • Predefined Elections
  • Account-defined Elections
  • Preparer-defined Elections

E-filing 990 Returns

• 990 E-file: E-filing Returns
  • Steps to E-file Returns
• 990 E-file: Preparing the Return
  • Preparing the Electronic Part of the Return
  • Preparing the Paper Part of the Return
• 990 E-file: Enabling E-file
  • Deleting the E-file
• 990 E-file: Selecting Electronic Signature Options
• 990 E-file: Reviewing Attachments
  • Selecting Binary Attachments for the E-file
  • Adding General Dependencies
• 990 E-file: Entering Additional Information
  • Forms Included in E-file
  • Business Name Control
  • Special Conditions
• 990 E-file: Reviewing E-file Diagnostics
  • Reviewing Reject and Alert Diagnostics
  • Reviewing XML Validation Errors
• 990 E-file: Creating the E-file
• 990 E-file: Sending Qualified Returns to the IRS
• 990 E-file: Checking the Status of the E-filed Return
  • Checking Status in the Locator
  • Checking Status in RS Browser
• 990 E-file: Viewing Rejection Notices

E-filing 990 Extensions

• 990 E-file: E-filing Extensions
  • List of Accepted Forms
• 990 E-file: Steps to E-filing Extensions
• 990 E-file: Preparing the Extension
  • Preparing the E-file for the Extension
  • Preparing the Paper Part of the Extension
• 990 E-file: Enabling E-file
  • Deleting the E-file
• 990 E-file: Selecting Signature Options
• 990 E-file: Reviewing Additional Information
  • Forms Included in the Extension E-file
  • Reviewing the Business Name Control
• 990 E-file: Reviewing Extension E-file Diagnostics
• 990 E-file: Creating the E-file for the Extension
• 990 E-file: Sending Qualified Extensions to the IRS
• 990 E-file: Checking the Status of the E-filed Extension
• 990 E-file: Viewing Rejection Notices

Aggregating Third Party XML Files

• 990 E-file: Aggregating XML Files

• 990 E-file: Aggregating International Forms from Returns Created with Third Party Software

• 990 E-file: Completing the Aggregated Return

Appendices

• 990 E-file: Appendix A - Accepted Forms and Schedules
  • Forms and Schedules for E-file
  • Form 990: Other Forms and Schedules for E-file
  • Form 990EZ: Other Forms and Schedules for E-file
  • Form 990PF: Other Forms and Schedules for E-file
  • Binary Attachments
  • Form 8868: Other Forms and Schedules for E-file
• 990 E-file: Appendix B - Name Control
  • Using Name Control
  • Name Control Rules
  • Examples of Name Control
• 990 E-file: Appendix C - Attachments
  • XML Files
  • PDF Files
  • Steps for Attaching PDF Files
  • Meaningful Titles
  • Options Available for PDF Attachments
• Appendix D - Frequently Asked Questions

 

 

 

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Last Modified: 09/13/2021

Last System Build: 08/30/2022

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