High-level process on e-filing a return

These steps apply to e-filing a return and extension in Organizer.
  1. Enable e-file in Organizer.
  2. Select a signature authorization method.
  3. Attach supporting documents in PDF format, and enter general dependencies for the return.
  4. If applicable, attach separate XML files for international forms:
    1. Form 5471
    2. Binary attachments for Forms 5471 and 8865
  5. Enter any additional information.
  6. Check for e-file validation errors.
  7. Review e-file diagnostics.
  8. Perform a full recompute.
  9. Review the return.
  10. Create the e-file and send to the IRS.
  11. Review the status of XML file.
  12. View rejections notices, if any received.
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