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This article applies to:

  • Product: UltraTax CS
  • Return type: 2290 Heavy Vehicle Use Tax

Sign 2290 returns for electronic filing

You can sign an electronic return by using either the Practitioner Personal Identification Number (PIN) or the Scanned Form 8453 option.
To use the Practitioner PIN option, follow these steps
.
  1. Complete the
    Signature date
     field in the
    ELF
     screen in the
    Return
     folder with the date on which the authorized person will sign Form 8879-EX.
    note
    This field is mandatory if you use the Practitioner Personal Identification Number (PIN) option to electronically sign the return. If you select the
    Use current date
     option in the
    When Form 8879 (etc.) signature date(s) are not entered
     field in the
    Setup
    ,
    Office Configuration
    , then
    Print Options
     tab, you don't need to complete the
    Signature date
     field. UltraTax CS prints the current date on Form 8879-EX and includes the form in the electronic file.
  2. Enter the last 5 numbers of your Electronic Return Originator (ERO) PIN in the
    ERO PIN
     field. The first 6 digits are your IRS-supplied Electronic Filing Identification Number (EFIN) and the last 5 digits consist of the self-selected numbers entered in the
    ELF
     screen. You may choose any 5 digits other than 00000.
  3. Have the client complete the
    Taxpayer PIN
     field, which is a self-selected set of 5 numbers other than 00000.
note
As the ERO, you can enter this PIN if you have the taxpayer's written signature on Form 8879-EX, IRS e-file Signature Authorization, which will print with the return if you elect to use the PIN. Keep this form with your records and don't mail the form to the IRS unless requested to do so.
To use the Scanned Form 8453 option, follow these steps
.
  1. Once the return is completed, print a copy of Form 8453-EX, Excise Tax Declaration for an IRS e-file Return.
  2. Sign the form as the ERO and, also, have an authorized person sign the form.
  3. Do one of the following:
    • If you are licensed for FileCabinet CS, scan the signed form into FileCabinet CS to create and store a Portable Document Format (PDF) version of the form.
    • If you do not have FileCabinet CS, create a PDF file of the signed form and save the file to the desired location on your hard drive.
  4. To include the PDF form in the electronic file, choose Edit then Electronic Filing Attachments and select
    Add
    .
  5. In the
    Attachment title
     field, select
    8453 Signature Document
     from the dropdown list.
  6. In the
    Product
     field, select
    Federal
     from the dropdown list.
  7. In the
    Return
     field, select the unit number of the tax return from the dropdown list.
    note
    UltraTax CS allows multiple units of Form 2290 in a single client. Select the unit number of the return you want to electronically file.
  8. If the document was scanned into FileCabinet CS, select the
    FileCabinet CS
     option and choose
    Select
     to select the appropriate document. If the document was not scanned into FileCabinet CS, select the
    File
     option and select
    Browse
     to browse to the location of the document you want to attach.
    note
    If you are running UltraTax CS through Virtual Office CS or Software as a Service (SaaS), you can navigate to files on your local network.
  9. Select
    OK
     to return to the Electronic Filing Attachment window.
  10. Select
    View Attachment
     to see the PDF file that will be included in the electronic file or select
    OK
     to close the dialog.

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