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e-file 1065 returns

Include international forms created by a 3rd party in the e‑filed return

When using a third-party tool to create international forms, extract the relevant XML sections and merge them into the final XML file before e‑filing.

Upload Third-Party XML Files

When you upload or attach a third-party XML e-file, the system includes only the following international forms in the final XML file: Forms 926, 1118, 5471, 8621, 8858, and 8865. Ensure that third-party files have an XML file extension.

Attach PDF Files

Note that PDF attachments included with a third-party e-file are not included in the merge process. Instead, attach all PDF files through the
Edit
Insert
E-file Attachments
 process in the browser.

Complete Schedule N

The Schedule N Questions - Foreign Operations of U.S. Corporations are not automatically updated with information contained in the merged XML files. Update these questions in the
Organizer
General Information
Miscellaneous Information
Schedule N Questions
.

Validate Third-Party Files

Validate the third-party XML file to detect XML errors. If the third-party XML file contains XML validation errors, the merge process is not completed.

Create the e-file

The Create Electronic File process merges third-party XML files with other XML files. This creates the final XML for IRS submission. You can merge third-party XML files only in single or top consolidation returns.

This article applies to:

  • PRODUCT: ONESOURCE Income Tax
  • Return type: 1065 Partnership
  • Subject: e-file

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