Use this screen to file the return electronically.
General Information
File this return electronically
Enter
X
to electronically file this return. Only Forms 1120 (including consolidated returns), 1120-F and 1120-S (including Qualified Sub-Chapter S Corporation returns) can be electronically filed.
note
Proforma Note:
If you do not want to proforma this information, clear the
File this return electronically
checkbox in the Setup, 1120 Corporation, Other Return Options, then Proforma tab.
note
Enter electronic filing configuration information before you create the electronic file. To enter this information, choose Setup, Office Configuration, then select the E-Filing tab.
Signature date
Enter the date the return is electronically signed by an officer of the corporation.
ERO signature date
Enter the date the return is electronically signed by the ERO. This does not get included in the electronic file, but the application uses this date to complete the date signed by the ERO on Form 8453-C/I/S or 8879-C/I/S. This will default to the date you entered in the
Signature date
field if left blank.
Preparer notes
Electronically filed federal returns include information from this field as well as information from the
General footnote
field in the 1120 screen in the electronic file.
note
Preparer notes are used to provide additional voluntary information related to the tax return.
Preparation time spent out of the software for this return
Enter the amount of time (in minutes) that you worked on the return outside of UltraTax CS. This gets added to the time within the software, which is automatically tracked. If the state taxing agency requires it, the total time spent will be included in the electronic file. At this time, the IRS does not require this information for corporate tax returns.
note
Preparer notes are used to provide additional voluntary information related to the tax return.
Suppress the creation of
For more information, refer to suppressing 1120 federal electronic files when creating state electronic files.
Email notification when electronic file is accepted by taxing agency
Enter
1
to send an email notification to your client when their electronically filed return has been accepted. For more information, refer to configuring email notifications when electronically filed returns are accepted. When you electronically file FinCEN Form 114 and the form is accepted, a separate notice is sent via email to your client.
This field will automatically enter
1
(Return) for all clients when
Always
is selected for
Automatically mark Email ELF Ack: When
in Setup > Client Communications > ELF Options.
This field will automatically enter
1
(Return) for all clients with email addresses when
Email address entered
is selected for
Automatically mark Email ELF Ack: When
in Setup > Client Communications > ELF Options.
Due to the variety of spam-blocking mechanisms in many email clients, automated messages may be prevented from reaching their intended recipients. If the recipient does not receive an email notification, have the recipient search their spam or junk folder, if available.
Form 8453 or 8879 signature status
Enter
1
(Paper Signed and Returned) if Form 8453 or 8879 has already been signed by an authorized officer of the corporation and returned to the firm. This is an optional tracking tool for Form 8453 or 8879 management and works bi-directionally with the Signature Document column in
Utilities, Electronic Filing Status
.
Form 8453 or 8879 will not print and the filing instructions will print a segment stating the form has already been signed and returned and no further action is required.
note
This field automatically updates when the eSignature status is retrieved.
Requested payment date /.../ For amended returns
For more information, refer to payment options for electronic returns with a balance due.
Name control
Refer to general and form-related guidelines for 1120 electronic filing; specifically the
Name control field information
expando.
Personal Identification Number (PIN) Information
Use this section if you are using the Practitioner PIN option to sign the return electronically. This will generate Form 8879-C, 8879-I, or 8879-S. Leave this section blank if using the scanned Form 8453 signature option. For information, refer to electronic filing and how to sign a return that is being filed electronically. For information on how to attach Form 8453 electronically, refer to how to attach a PDF document to the electronic file.
PIN authorization indicator
This field is required only if you use the Practitioner Personal Identification Number (PIN) option to electronically sign the return. Enter the appropriate indicator to designate who entered the taxpayer's PIN. Leave this field blank if the taxpayer is entering their PIN.
Taxpayer PIN / ERO PIN
For more information, refer to signing 1120 returns for electronic filing.
Print Form 8879-C, 8879-I or 8879-S
Enter
X
in this field to print the return with Form 8879-C, 8879-I, or 8879-S, IRS e-file Signature Authorization form, and the PIN information in the filing instructions prior to creating the electronic file. This field will allow you to print these forms without completing the PIN information or the
Signature date
field.
Extension Information
See also
Preparing 1120 federal extensions for electronic filing
Creating batch electronic extensions
note
Signature date
,
Taxpayer PIN
, and
ERO PIN
are mandatory fields if you are using electronic funds withdrawal. The Practitioner PIN option is the only method available to sign the extension electronically. The scanned Form 8453 option is not available for extensions. If no balance is due with the extension or you are not using electronic funds withdrawal, then you do not need to complete these fields.
File extension electronically
Enter
X
in this field if you intend to file Form 7004 electronically. Form 7004 can be electronically filed for any corporate return even if the return cannot be electronically filed.
note
For extensions with electronic funds withdrawal (direct debit), complete the PIN information in this screen as well as the bank information in Screen Bank, located in the General folder.
Extension PIN authorization indicator
Enter the appropriate indicator to designate who entered the taxpayer's PIN. Leave this field blank if the taxpayer is entering their PIN.
Form 8878-A signature status
Enter
1
(Paper Signed and Returned) if Form 8878-A has already been signed by an authorized officer of the corporation and returned to the firm. This is an optional tracking tool for Form 8878-A management and works bi-directionally with the Signature Document column in
Utilities, Electronic Filing Status
.
Form 8878-A will not print and the filing instructions will print a segment stating the form has already been signed and returned and no further action is required.
note
This field automatically updates when the eSignature status is retrieved.
Estimate Information
For more information, refer to E-file 1120 estimates.