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Wisconsin 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. Clear this selection as soon as your test file has been approved.
Generate as Replacement Return
Select if this is and amended return.
Generate as No Activity for Period Covered Return
Select if there was no activity for the reporting period.
note
If you create a test run, clear Generate as Test Return afterward to make sure a production electronic tax return file is created.

Return type

Field
Entry
Return Type
Select whether you are Filing Only or Filing with Payment.

Contact information

Field
Entry
Contact Name
Mandatory - Enter the name of the person to contact for resolving any questions or problems with the electronic filing.
Contact Phone Number
Mandatory - Enter the phone number of the person to contact for resolving any questions or problems with the electronic filing.
Contact Title, Department, Fax Number, and Email Address
Enter the title, department, fax number, and email address of the person to contact for resolving any questions or problems with the electronic filing.

Preparer information

Field
Entry
Preparer
Select whether the preparer is the Taxpayer or a Paid Preparer.
Preparer Name
Mandatory - Enter the name of the preparer of the tax return.
Preparer Phone Number
Mandatory - Enter the phone number of the preparer of the tax return.
Preparer Title, Department, Fax Number, and Email Address
Enter the title, department, fax number, and email address of the preparer of the tax return.

Payment information

Field
Entry
Bank Account Type
Select the type of bank account.
Bank Routing Number and Bank Account Number
Enter the bank routing number and bank account number.
ACH Debit - Effective Entry Date
Enter the day of the month on which you would like the transfer of funds to take place. If is left blank, and the file is transmitted before 3:00 pm CST, the effective entry day will be the next business day. If the file is transmitted after 3:00 pm CST, the effective entry day will be the 2nd business day after transmission. The ACH debit payment must be initiated by 3:00 pm CST on the banking business day prior to the requested settlement date/due date.

Acknowledgment information

Field
Entry
Email Address
Mandatory - Enter the email address to receive the electronic filing acknowledgment.
Sender ID
Enter an ID you create. This ID is useful for a tax practitioner or other concentrators that prepare and send return data.
Filing Key
Enter an internal customer identification number. This is a key that is used for electronic communications and error processing. This key will be returned in the confirmation/rejection email acknowledgment. This key is useful for a tax practitioner or other concentrators that prepare and send return data..

g. Override option

Field
Entry
Allow Wisconsin 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: Wisconsin
  • Subject: e-file,Setup