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Illinois 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
Mandatory - Select to generate Electronic Tax Return.

Return type

Field
Entry
Return Status
Mandatory - Select whether you are Filing Only or Filing with ACH Debit Authorization.

File transmission information

Field
Entry
How are You Submitting Electronic Tax Return to the State
Select whether you transmit your electronic tax return using ONESOURCE Sales and Use Tax Compliance Automation or you transmit the return yourself (My Own Transmission).
Electronic Transmitter Identification Number (ETIN)
Mandatory - If you submit your electronic tax return file yourself, you'll need to provide your Electronic Transmitter Identification Number.

Preparer information

Field
Entry
How are You Registered with the State
Select whether you are registered as a Taxpayer or as a Preparer.
Electronic Filing Identification Number (EFIN)
Mandatory - If you are registered with the state as a Preparer, you'll need to provide your Electronic Filing Identification Number.
Signature Code
Mandatory - If you are registered as a Preparer, you'll need to enter the state provided six-digit signature code.

Payment information

Field
Entry
Settlement Date
If you are filing a Filing with ACH Debit Authorization return, the Settlement Date will be computed each reporting period based on the option selected. Selecting Same as Tax Return Due Date will calculate a Settlement Date that is the same as the tax return due date. Selecting the Day of the Month Tax Return is Due and entering a day of the month will calculate a Settlement Date based on the day of the month entered. If the Settlement Date falls on a weekend, the following business date will be used. If you don’t select one of the previous payment date options, you'll need to manually enter the Settlement Date each reporting period in the Debit Payment Settlement Date field.

Illinois Department of Revenue – FY 2025-10

Retailers’ Occupation Tax Guidance for Out-of-State Retailers and Certain Illinois Retailers, Effective January 1, 2025.
Retailers filing Form ST-1, Sales and Use Tax and E911 Surcharge Return
Effective January 1, 2025, retailers previously obligated to collect and remit Illinois Use Tax (UT) on retail sales sourced outside of Illinois and made to Illinois customers are now subject to destination-based retailers’ occupation tax (ROT). This change affects retailers with any kind of physical presence in Illinois who make sales that are sourced outside of this State1 to Illinois customers. (See 35 ILCS 120/1, 120/2, 120/2-12, and Public Act 103-983.)
If you have transactions filed as
Sellers Use
 in the past, you now have to reclassify them as
Sales
. You'll need to complete these rules, or your transactions won't transfer to the tax return correctly.
Set up a virtual location and set up virtual location rules (Business Code 3 and 4): 2 rules need to be added for each location. These rules are in columns X and Y.
  1. If it's a Sellers Use Tax, reclassify and pick up the information.
    note
    Rule 1 on Column X: GEN4=GEN1.
  2. If it’s Sales tax, pick up the information.
    note
    Rule 2 on Column Y: GEN1=GEN1.
If you're a retailer that used to report
Sellers Use
 tax on line 6 and are now required to report these transactions on line 4, subject to all levels of tax, you should change your import to reclassify these tax types from
Sellers Use
 to
Sales
, so that nothing will report on line 6.
To report these transactions on the ST-2, you'll need to set up the virtual locations.

Illinois virtual location set-up

If you don't have actual physical locations in Illinois, you'll need to set up Virtual Locations to populate the ST-2.
Entity – Configure
  1. Go to
    Entities
     then select
    Entity Configuration
    .
  2. Once in
    Step 4 Locations
    , select
    Download Template
     then select
    IL Virtual Locations
    .
  3. Once the Virtual template downloads, populate
    column C (State Administered Number)
     of the spreadsheet
    ExportTemplate_VirtualLocationsIllinois.csv
     with the Location Code and Site number provided by the State of IL for all registered locations.
    note
    Make sure to add the 2 rules on column X (Business Code 3) and Y (Business Code 4).
  4. Once you populated the State Administered Number and Rules, import the virtual locations.
Import virtual locations
  1. Select
    Import
    .
  2. Select
    New Import
    .
  3. In step 1, select
    Upload
    .
  4. Choose the import file (example:
    ExportTemplate_VirtualLocationsIllinois.csv
    )
  5. Select
    Next
    .
  6. In step 2 Template, select
    Import Template
     or
    Create a New Template
    .
    note
    For virtual locations, make sure to choose the
    IL LOCATIONS (SYSTEM TEMPLATE)
    .
  7. Select
    Next
    .
  8. In step 3
    Map
    , make sure to choose the header correctly.
  9. Select
    Save
    .
  10. In step 4
    Options
    , select the template options.
  11. Select
    Import
    .
View list Locations Template added on the entity
  1. Go to
    Entities
     then select
    Entity Configuration
    .
  2. Go to
    Step 4 Locations
    .
  3. Select
    Import
    .
note
Illinois updates tax rates semi-annually. Make sure you have the latest IL virtual location template uploaded to capture all tax areas.

This article applies to:

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