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Prepare a 990 return for electronic filing
Follow these steps to enter all data for 990, 990-EZ, 990-PF, 990-N, and 990-T returns and to create the electronic file for 1 client or for multiple clients (batch processing).
note
- When UltraTax CS creates electronic files, the application automatically deletes any untransmitted electronic files for a client. UltraTax CS notifies you of the returns it will delete. If you want to abort the creation of the new electronic files and keep the existing files, selectCancel. Otherwise, selectOKto delete the untransmitted electronic files and create new files.
- If you use a 3rd-party application vendor to transmit 990 returns, UltraTax CS places the electronic file in the location you specified in theSetup,User Preferences,File Locationstab.
- If you use a 3rd-party application vendor as your transmitter, UltraTax CS creates the electronic file without checking for errors when you print the return. The 3rd-party application vendor checks for errors in these returns
- Enter the client's tax data.
- Select theElectronic Filingfolder.
- EnterXin theFile returns electronicallyfield.
- If theName control: Calculatedfield is blank, enter information in theName control: Forcefield on theELFscreen.
- If you use a Personal Identification Number (PIN) to sign the return instead of Form 8453-EO, enter PIN information in the Personal Identification Number (PIN) Information section on theELFscreen.
- Complete theSignature datefield.noteIf you leave this field blank, UltraTax CS defaults to the option selected in theWhen Form 8879 (etc.) signature date(s) (Preparer and/or Client) are not enteredfield in theSetup,Office Configuration,Print Optionstab.
- Complete the PIN information on theELFscreen.
- SelectView, thenDiagnosticsto review the diagnostic messages in theFederal Diagnosticswindow. 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 theFederal Diagnosticwindow.
- Select
to open the Print Returnswindow.note- By default, the government collation includes only the forms you need to submit to the taxing authority when you file an electronic return. To change these collations, selectSetup, then990 Exempt Organizationsto open the 990 Product Information window. Select theFederalor state tab, thenTax Returnto change the print collation for all electronic returns. We strongly recommend using the default collation. This won't affect the forms included in the electronic file.
- Except for PDF attachments for electronic files, the IRS doesn't let you submit extra paperwork to the taxing authority.
- Mark theGovernment copyand theCreate electronic filecheckboxes.note
- To create the return or check the return for electronic filing errors without printing forms, mark only theGovernment copyandCreate electronic filecheckboxes in thePrint Returnswindow.
- To check for errors without creating the electronic file, selectCheck E-File.
- To check for errors and create the electronic file, selectE-File.
- If you use a 3rd-party application vendor to transmit returns, mark theCreate electronic file (for 3rd Party)checkbox to create the electronic file. The 3rd-party vendor is responsible for checking for errors.
- SelectOptionsand mark the necessaryFederaland any state checkboxes.noteIf you're creating the FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR), clear theFederaland any state checkboxes, and mark theFinCEN Form 114checkbox.
- To create electronic files for multiple clients at the same time, selectClients, then the clients.
- SelectPreviewto view the return on screen, or select thePrintorE-File. When you selectPrevieworPrint, UltraTax CS checks for errors in the electronic file.noteYou need to selectPrintorE-Filein thePrint Returnswindow to create the electronic file. SelectingPrint Previewin the toolbar, marking thePrint Selected Formscheckbox, or selectingPreviewin thePrint Returnswindow doesn't generate the electronic file.
This article applies to:
- PRODUCT: UltraTax CS
- Return type: 990 Exempt Organization