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South Carolina 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.
Generate as Test Return
Select to create electronic tax return as a test return. An electronic test return must be approved by the state before you are allowed to transmit a production electronic tax return. Clear this selection as soon as your test file has been approved.
Designate Test Return to be a Debit Prenotification Authorization
Select if the state requests to test only your banking information. You must also select Generate as Test Return under these circumstances.
Include Tax Data with Debit Prenote Test Return
Select if the state requests tax data as part of a debit prenote return.
Request Acknowledgment
Select to generate a 997 acknowledgment to be sent to your mailbox, confirming the acceptance of your electronic tax 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. Also, clear Designate Test Return to be a Debit Prenotification Authorization and Include Tax Data with Debit Prenote Test Return.

Taxpayer information

Field
Entry
Electronic Filing Identification Code
Mandatory - Enter the state issued Electronic Filing Identification Code. The code is assigned to you based on the first seven digits of your SC state identification number. This sender ID tells the sate who submitted the electronic tax return. It is also used to determine where the 997 Acknowledgment should be sent.
Taxpayer Name and Address
Mandatory - Enter you Taxpayer Name and address.
The state requires that the electronic filing .xml file contain no ampersands (&) in the name and address fields of the file. To help prevent errors in the future when submitting the .xml file, you should review your company name and address fields and remove any ampersands (&). Be sure to delete an adjacent space to the ampersand (&) so as to avoid leaving a double space which would also cause an error. Alternatively, an ampersand can be replaced with the word and.
You should review company names and addresses in the following places:
  • Global Organizer - Company Information
  • South Carolina Organizer - Electronic Filing
  • Location Register - South Carolina locations

Contact information

Field
Entry
Contact Name and Phone Number
Mandatory - Enter the name and phone number of the person to contact for resolving any questions or problems with the electronic filing.
Function Code
In the drop-down list, select the code that appropriately describes the contact person.
  • AC - Administrative Contracting Office
  • AD - Accounting Department
  • AF - Authorized Financial Contact
  • AM - Administrator
  • AU - Report Authorizer
  • CG - Chief Executive Officer
  • CI - Chief Financial Officer
  • CN - General Contact
  • EA - EDI Coordinator
  • IC - Information Contact
  • MG - Manager
  • OW - Owner
  • PA - President
  • PI - Preparer
  • TM - Treasurer

Payment information

Field
Entry
Payment Format Code
Select payment format.
Banking Transaction Type
Mandatory - In the drop-down list, select the transaction type. A debit is generated by the state, and a credit is generated by the taxpayer.
Bank Routing Number and Bank Account Number
Enter the bank routing number and bank account number.
Settlement Date
If you are filing a debit return, enter the day of the month on which you would like the transfer of funds to take place. This date must be no later than the due date of the return.
This is an optional field, and if it is left blank, the transfer of funds will take place on the next bank day following the processing of the return.

This article applies to:

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