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Florida e-file setup

Enter or select data for each field in the following groups of data:

File creation

Field
Entry
Generate Electronic Filing Tax Return
Select to generate Electronic Tax Return.
Generate as Test Return
Select to create electronic tax return as a test return. If you pay by ACH debit and you have never filed electronically with the state, you may first transmit a test return
note
If you create a test run, clear
Generate as Test Return
 afterward to make sure a production electronic tax return file is created.

Originator information

Field
Entry
Originator Type
This indicates the type of filter for which you're filing.
  • Online Filer
  • Financial Agent
  • Large Taxpayer
The default is Online Filer.
Electronic Filing ID (EFIN)
Optional - Enter your Electronic Filing Identification Number.

Return type

Field
Entry
Filing Status
Select the appropriate filing status:
  • Filing Only - if you pay by ACH Credit, EFT, or if you do not owe tax; default option.
  • Filing with payment - if you pay by ACH Debit and you are filing a payment with your return.
  • Large Taxpayer

Contact information

Field
Entry
Contact Name
Enter the name of the person to contact for resolving any questions or problems with the electronic filing.
Contact Phone Number
Enter the phone number of the person to contact for resolving any questions or problems with the electronic filing.
Contact Email Address
Enter the email address of the person to contact for resolving any questions or problems with the electronic filing.

Payment information

Field
Entry
Financial institution is outside the territorial jurisdiction of the United States
Select whether the financial institution for payment is outside (Yes) or inside (No) the territorial jurisdiction of the United States.
The default is No.
Account Type
If filing with Payment, select the appropriate account type.
  • Checking
  • Savings
The default is Checking.
Bank Routing/Transit Number
If filing option selected is Filing with payment and paying by ACH Debit, enter your 9-digit bank routing/transit number, which includes a check digit.
Bank Account Number
If filing option selected is Filing with payment and paying by ACH Debit, enter your bank account number that Florida is to debit for your tax payment.
Account Holder Name
Company Name is carried from Company Information Setup screen. If applicable make changes
Account Holder Type
Select the appropriate bank account type:
  • Business
  • Personal
The default is Business.
Payment Request Date Automation
The software will compute the Payment Request Date automatically each month by your selection of one of these options. The payment request date will compute equal to the return due date (i.e., the 20th of each month) or the day of the month you specify. The Payment Request Date is MANDATORY if you pay by ACH Debit. The actual date is computed or entered on the Basic Information screen of the tax return.

ACH debit payers who file a zero return

If you usually pay by ACH debit, and you're filing a return for which you don't owe tax, use Filing Option, Filing Only.

Payment Request Date option

To encourage taxpayers to file returns early, the State of Florida incorporated a Payment Request option for electronic filers using the ACH-Debit method. Payment Request means you can send an electronic payment and return ahead of the due date. However, you need to specify a payment processing date (usually the payment due date). The payment is held in the banking system until the specified date. At that time, the taxpayer's bank account is debited.
note
All taxpayers are encouraged to file returns electronically as early in the month as possible. Filing delays can lead to processing delays at the state. The bank account won't be debited until the date specified. There's a field for the Payment Request option on the Electronic Filing Organizer screen for Florida within Setup. Specify the day of the month on which the bank account is to be debited.

This article applies to:

  • PRODUCT: ONESOURCE Indirect Tax,ONESOURCE Sales and Use Tax Compliance
  • State: Florida
  • Subject: e-file,Setup