E-file Form 990
Set up, validate, and submit Form 990-series returns electronically to the IRS, then monitor their status.
- Turn on e-file for your return
- Go to .
- Enter yourEFIN.
- SelectType of Originator.
- SelectEnable federal e-file.
- Go toSignature Authorization.
- SelectState Options.
- Go toSignature Authorizationagain.
- Validate and correct errors
- Go to .
- SelectGenerate Validation Error.
- When the process completes, go to .
- Review items related toElectronic Filing.
- Review return information causing the diagnostic and make any changes to correct the data entry.
- Perform a full recompute and review any new e-file diagnostics.
- Modify your entries as needed.
- Repeat the modification, compute, and review process until no e-file diagnostics appear.
- Create the e-file
- Go to .
- SelectCreate Federal E-file 990/990EZ/990PF.
- Check theE-file Statuscolumn for 1 of these messages:
- XML file is created - Return is 'Qualified'(no errors)
- XML is created but NOT qualified - Diag needs to be cleared(errors exist)
- XML is created but NOT qualified - Please clear all vali.errors(validation errors exist)
- Submit the e-file to the IRS
- When you're ready to send qualified e-files to the IRS, go to .noteYou must have ELF admin permissions to batch returns. If you don't have these options, see your firm administrator.
- Select the account, tax year, and tax type.
- SelectReturnas thee-File Type.
- SelectContinue.
- Select whether the returns areFederal Ready to Sendand/orStates/Cities read to send: All States/Cities.
- SelectContinueagain.
- SelectSubmit for e-file.
Check status and handle rejections
The system will process and send your returns to the IRS. The status will show
Awaiting Acknowledgment
until the IRS approves or rejects the return.To check the status, go to .
If the IRS rejects your return, open the locator, modify the erroneous information, recreate the e-file, and resubmit. All extension e-files have a 5-day perfection period (including weekends and holidays).
