File a 990 extension electronically
Follow these steps to file a 990 extension electronically.
- Enter data.
- Go to theELFscreen in theElectronic filingfolder and markFile extension(s) electronically.
- If you want to pay the balance due on extension through electronic funds withdrawal (EFW), complete the following fields in the Extension Information section of the screen:importantIf you aren't using electronic funds withdrawal, leave all of the following fields blank. Signature information isn't necessary unless you're using EFW. Entering signature information without EFW causes a rejection.
- Signature date
- PIN authorization indicator
- Taxpayer PIN
- ERO PIN
- Form 8453-EO or 8879-EO, signed and returned.
- Requested payment date
- Electronic Funds Withdrawal Information section on the ELF-2 screen
- Create the electronic file.
- SelectFile, thenPrint Extensions.
- SelectOptions.
- By default, UltraTax CS prints the 1st extension for the federal and state returns. To print only the federal extension, mark theFederalcheckbox in theSelected Returnstab. To print a 2nd extension for a state, go to theExtension Print Optionstab.
- Mark theCreate electronic filecheckbox.
- SelectPrintorE-file. UltraTax CS creates an electronic extension for each client without errors.noteIf errors are present in the E-File Error Report, UltraTax CS won't create the extension file.
- Transmit the electronic file using CS Connect.
