New Mexico 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 Type | Select whether you are filing an Original or Amended return. |
Return Status | Select whether you are Filing Only or Filing with Payment. |
note
ACHCredit and FedWire are considered Filing Only.
Taxpayer information
Field | Entry |
|---|---|
Special Code (Type of Industry) | Select your Industry type. |
Payment information
Field | Entry |
|---|---|
Financial institution is outside the territorial jurisdiction of the United States | Select whether the financial institution for payment is outside (ACHCredit and FedWire are considered Filing Only.) or inside (ACHCredit and FedWire are considered Filing Only.) the territorial jurisdiction of the United States. |
Payment Method | If return status is Filing Only, select a Payment Method of ACHCredit and FedWire are considered Filing Only. or ACHCredit and FedWire are considered Filing Only.. If return status is Filing with Payment, select ACHCredit and FedWire are considered Filing Only.. |
Bank Routing Number and Bank Account Number | Enter the bank routing number and bank account number. Do not enter dashes, spaces, or alpha characters. |
ECheck Memo | If payment method is ECheck, you can enter an optional memo. |
Debit Date | Enter the day of the month on which you would like the transfer of funds to take place. |
Override option
Field | Entry |
|---|---|
Allow New Mexico Electronic Filing Tax Return(s) to Generate Even if Rejection Errors are Present | Select to override all diagnostics and generate the electronic tax return file.
We recommend that you review and clear each diagnostic rather than use this override. Using this override can result in your upload file not importing correctly. |