E-file returns and extensions in the Organizer
Follow these steps to turn on e-file, select a signature method, attach documents, validate the return, and transmit it to the IRS using Organizer.
Complete the following steps to e-file a return and extension in the Organizer.
- In the Organizer, selectFederal e-file, thenEnableto turn on e-file.
- Select a signature authorization method:Form 8879 Practitioner PINorForm 8453 scanned signature document.
- Attach supporting documents in PDF format, such as Form 8453, then enter general dependencies for the return.
- Attach separate XML files for international forms:
- Form 5471
- Binary attachments for Forms 5471 and 8865
- Review additional information specific to the e-file return, such as business name control and foreign entity identification.
- Generate a validation file to check for errors and validate the XML file against the IRS schemas.
- SelectCreate E-Fileto create the e-file.
- Review the status of the XML file, including the date and time stamp, validation errors, and file name.
- Review e-file diagnostics.
- Perform a full recompute.
- Review the return.
- Use the browser to transmit the e-file to the IRS.
- Check the e-file status to verify that the IRS has accepted or rejected the return.
note
Additional requirements
- If the return includes international forms, aggregate them into the primary return XML file.
- If the return is a mixed return (for example, it includes a life insurance company or property and casualty Insurance company), create a mixed return XML file.
- If you're filing a short period return, attach a Form 1128 to the return.
- If you selected thePractitioner PIN method, include a Form 8879 with the e-file.
IRS e-filing requirements
The IRS requires that your return meets the following criteria:
- Business rules: The return must include all required forms and schedules.
- Schemas: The return needs to comply with IRS schemas, which define the format and structure of the XML file.
- Validation: The return needs to pass validation checks to ensure it meets IRS requirements.
