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North Carolina e-file setup

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

File creation

Field	Entry
Generate Electronic Filing Tax Return	Mandatory - Select to generate Electronic Tax Return.
Generate as Test Return	Select to create electronic tax return as 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.

Taxpayer information

Field	Entry
State Account Number	Mandatory - Enter your State Account Number.
Taxpayer Federal I.D. Number	Mandatory - Enter your Taxpayer Federal I.D. Number
Taxpayer Uses Social Security Number Instead of F.E.I.N.	Select this field if you use a social security number instead of a F.E.I.N.

Provider information

Field	Entry
Provider's Federal I.D. Number	SIf the tax return is prepared and transmitted by someone other than the taxpayer, such as an accounting firm, enter the Provider's Federal I.D. number.
Provider Uses Social Security Number Instead of F.E.I.N.	Select this field if a Provider's Federal I.D. number is entered and the provider uses a social security number instead of a F.E.I.N.

Override option

Field	Entry
Allow North Carolina 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.

This article applies to:

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