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. |