File 990-PF estimates electronically

Follow these steps to create the tax return electronic file if you're using electronic funds withdrawal (EFW) to pay for estimates.
  1. Open the
    ELF-2
    screen in the
    Electronic Filing
    folder.
  2. Mark the
    Electronic funds withdrawal for Form 990-PF estimated payments
    checkbox.
  3. Enter the client's bank account information.
  4. Select
    View
    , then
    Diagnostics
    to review all diagnostic messages in the
    Federal Diagnostics
    window.
  5. Select any item displayed in the window to open the corresponding screen to address the diagnostic message. Clear all Critical and ELF Critical diagnostic messages and review the FYI diagnostic messages, then close the
    Federal Diagnostics
    window.
  6. Select
    File
    , then
    Print Returns
    .
  7. Mark the
    Government copy
    and
    Create electronic file
    checkboxes.
  8. Print the return to generate the electronic file either to a printer or to FileCabinet CS.
  9. Transmit the electronic returns using CS Connect. In CS Connect, you will have a single file that includes the tax return and all estimate payments.
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