Chapter 2 - Support
Contents
1. 1065 Alabama PPT New York 204LL Pennsylvania RCT 1011 and Wisconsin PW1 This option applies to tax years 2013 and higher Select to file the following composite returns electronically 1120S Alabama Composite Massachusetts Composite and Electronically Wisconsin 1CNS fil it eS 1065 Alabama Composite Massachusetts Composite Mississippi return p Composite and Wisconsin 1CNS This option applies to tax years 2013 and higher _ Select to create Partnership California K 1 magnetic media data files Create California magnetic file You can override this option on a per return basis using the Federal gt General gt Electronic Filing gt Section 4 worksheet Select to create Partnership NJ 1080 C diskette files Partnership Create New Diskette Filing is applicable only to returns for which the Federal Jersey NJ 1080 Partnership return is being electronically filed C diskette file You can override this option on a per return basis using the Federal gt General gt Electronic Filing gt Section 4 worksheet Select to create the Arkansas partnership information AR 1000CR Create AR magnetic media export file 1000CR magnetic file You can override this option on a per return basis using the Federal gt General gt Electronic Filing gt Section 4 worksheet Select one of the following Notify all clients by email default Transmittal filing instructions paragraph Notify all clients by2. This option applies to tax years 2013 and higher Chapter 2 Managing Return Configuration Set Electronic Filing Options 22 Component Description If you selected to notify all signers by email you can enter an Send e mail alternate email address to receive notifications in lieu of the notification to e mail signer s email address address below in lieu Important If you select to send email notifications to an alternate of signer address you must enter the email address otherwise notifications are not sent If you selected to send electronic filing notifications to clients or Select the type of signers by default Return is selected You can change your notification to be selection from the following options received Return Extensions If you selected to send electronic filing notifications to clients or signers by default Federal is selected You can change your authority you want to selection from the following options receive notifications Federal for Me States Cities Select the taxing 5 Click Save to save your changes and continue working in the return configuration set or click Save and Close to save your changes and close the return configuration set Managing Return Configuration Set 990 Exempt Electronic Filing Options The 990 Exempt window in the return configuration set displays electronic filing configuration options that apply to all Exempt returns You can override electronic filing
3. Beginning with the 2011 tax year clients can receive notifications when returns or extensions are accepted by a taxing authority Select one of the following Notify all clients by email Notify all clients by postcard Notify clients by postcard only if the email address has not been input a Send no notification to tax clients Electronic filing notification to client Notes option Notifications are not sent for returns or extensions that are rejected by a taxing authority Notifications are not sent for MI or OH city returns or extensions You can review a delivery receipt from the city taxing authorities in Electronic Filing Status by clicking the Accepted status link Email notifications are free of charge but postcard notifications are priced according to the latest Pricing Catalog for each taxing authority in the return Beginning with the 2011 tax year signers can receive notifications when returns or extensions are accepted by a taxing authority Select one of the following Notify all signers by email Notify all signers by postcard Electronic filing Send no notification to signer notification to signer Notes pion Notifications are not sent for returns or extensions that are rejected by a taxing authority Notifications are not sent for MI or OH city returns or extensions You can review a delivery receipt from the city taxing authorities in Electronic Filing Status by clicking the Accepted s
4. Setting Electronic Filing Options and Access 2 Overriding Default Settings 0 02 occ c cece eee ecccccceceececcecceeeeeees 2 Chapter 2 Managing Return Configuration Set Electronic Filing Options 3 Managing Return Configuration Set 1040 Individual Electronic Filing AA A eaeeane was seis eases 5 Managing Return Configuration Set 1065 Partnership Electronic Filing OOPUIONS usaron E 8 Managing Return Configuration Set 1120 Corporation Electronic Filing OPUIONS ua isis laa eee 12 Managing Return Configuration Set 1120S S Corporation Electronic Filing AA A 15 Managing Return Configuration Set 1041 Fiduciary Electronic Filing AAA A O eee tases cee te 18 Managing Return Configuration Set 5500 Employee Benefit Plan Electronic Filing Options 2 cc datan dias 21 Managing Return Configuration Set 990 Exempt Electronic Filing Options 23 Contents 1 Chapter 1 SETTING ELECTRONIC FILING OPTIONS AND ACCESS Open Dashboard click Configuration on the navigation panel and then click the following links to configure default settings that will reduce your data input when filing electronically a Settings and defaults under Firm Click eSign on the navigation panel to set up an eSign account and create eSign users for signers to request digital signatures if your firm is licensed for eSign a Return configuration sets under Tax Expand a return configuration set name on the Return Configuration navigation panel and the
5. Accepted status link Email notifications are free of charge but postcard notifications are priced according to the latest Pricing Catalog for each taxing authority in the return Beginning with the 2011 tax year signers can receive notifications when returns or extensions are accepted by a taxing authority Select one of Electronic filing the folowing notification to Notify all signers by email signer option Notify all signers by postcard Send no notification to signer Chapter 2 Managing Return Configuration Set Electronic Filing Options 16 Component Description Notes Notifications are not sent for returns or extensions that are rejected by a taxing authority Notifications are not sent for MI or OH city returns or extensions You can review a delivery receipt from the city taxing authorities in Electronic Filing Status by clicking the Accepted status link Email notifications are free of charge but postcard notifications are priced according to the latest Pricing Catalog for each taxing authority in the return Select one of the following options for the treatment of electronic filing rejection stopped notifications Send no notifications Electronic filing send e mail to signer rejection Send e mail to alternate signer e mail address notification to Send e mail to both signer and alternate signer option Notes Signer details are entered on the Tax gt Signer window in the staff pro
6. 013 and higher Select for signers to receive notifications when taxpayer signatures have not been received on Form 8879 within a designated time period A notification is sent when a date has not been entered in the Electronic Filing Status system Signature Form Received column within the designated time period Send notification to signer when 8879 has not The notification is sent to the signer s email address or if entered to been received the signer s alternate email address Select the check box and then accept the default number of days or enter a different number This option is applied to tax years 2012 and higher If you selected to notify signers by email the electronic filing option or Send e mail the 8879 has not been received option you can enter an alternate notification to e email address to receive notifications in lieu of the signer s email mail address address below in lieu of Important If you select to send email notifications to an alternate signer address you must enter the email address otherwise notifications are not sent If you selected to send electronic filing notifications to clients or Select the type signers by default Return is selected You can change your selection of notification to from the following options be received Return Extensions If you selected to send electronic filing notifications to clients or signers by default Federal is selected You can change your sel
7. 3 Wolters Kluwer CCH CCH Axcess At the Center of the Firm in Motion CCH Axcess Tax Electronic Filing Setup User Guide December 2014 2000 2014 CCH INCORPORATED a part of Wolters Kluwer All rights reserved Material in this publication may not be reproduced or transmitted in any form or by any means without prior written permission Requests for that permission should be directed to CCH INCORPORATED 20101 Hamilton Ave Suite 200 Torrance CA 90502 The contents of this publication are believed to be accurate However responsibility cannot be assumed for the information contained herein and the consequences resulting from the use thereof Material in this publication is subject to change without notice This User Manual and the computer software it describes are designed to provide accurate and authoritative information in regard to the subject matter covered They are distributed with the understanding that the publisher is not engaged in rendering accounting legal or other professional service If legal advice or other expert assistance is required the services of a competent professional should be sought CCH Axcess is a trademark of CCH INCORPORATED ProSystem fx is a registered trademark of CCH INCORPORATED Windows is a registered trademark of Microsoft Corporation All other brand product or company names are trademarks or registered trademarks of their respective owners Contents Chapter 1
8. Select to enable extensions for electronic filing This option is applied to Electronically tax years 2012 and higher file extension Important The Electronically file return option is applied to both returns and extensions for tax years prior to 2012 File all balance due returns Select to file balance due returns electronically electronically File all applicable states Select to file all states in the return electronically electronically Chapter 2 Managing Return Configuration Set Electronic Filing Options 18 Component Description Select to electronically file the following returns 1040 LLC and property tax 1041 New York 204LL and Wisconsin PW 1 ape a 1120 Alabama CPT and New York 204LL returns 1120S Alabama CPT New York 204LL and Wisconsin PW1 1065 Alabama PPT New York 204LL Pennsylvania RCT 1011 and Wisconsin PW1 This option applies to tax years 2013 and higher Select how to print the transmittal letter and filing instruction paragraph for returns filed electronically Select one of the following Not applicable Transmittal filing Standard instructions Altemate paragraph No further action Suppress No further action send Form 8879 F Beginning with the 2011 tax year clients can receive notifications when returns or extensions are accepted by a taxing authority Select one of the following Notify all clients by email Notify all clients by postcard Notif
9. an change your selection from the following options Select the taxing ada authority you want to State Cities receive notifications FBAR for Note The FBAR option applies to the following Returns filed to report foreign bank and financial account information Tax years 2014 and higher Click Save to save your changes and continue working in the return configuration set or click Save and Close to save your changes and close the return configuration set Chapter 2 Managing Return Configuration Set Electronic Filing Options 25
10. an override electronic filing options in the return configuration set using the General gt Electronic Filing worksheet To set default electronic filing options do the following 1 Open Dashboard click Configuration on the navigation panel and then click Return configuration sets under Tax Double click a return configuration set on the navigation panel 3 Click Electronic Filing Options gt General on the navigation panel Enter information for default electronic filing options in the various areas Component Description Enter the Electronic Filing Identification Number registered by the IRS for electronically filing Individual Partnership Corporation S Electronic Corporation and Fiduciary returns Filing Identification Note If Use signer location for signature block is selected on the Number EFIN return configuration set Signature Block window the EFIN from Tax Lists gt Signer Locations is applied to the return See Managing Signer Locations for more information Taxpayer Spouse PIN program Select to randomly generate the taxpayer and spouse PIN information 1040 Select to not update the government form Electronic Filing Status Electronic filing Report and the electronic filing export window with the latest options electronic filing status sent from Electronic Filing Status EFS This option applies to tax years 2013 and higher Select the following information Select Print full entire government copy o
11. atalog for each taxing authority in the return Select one of the following options for the treatment of electronic filing rejection stopped notifications Send no notifications Electronic filing send e mail to signer rejection Send e mail to alternate signer e mail address notification to Send e mail to both signer and alternate signer option Notes Signer details are entered on the Tax gt Signer window in the staff profile This option applies to tax years 2013 and higher Select for signers to receive notifications when taxpayer signatures have not been received on Form 8879 within a designated time period A notification is sent when a date has not been entered in the Electronic Filing Status system Signature Form Received column within the designated time period Send notification to signer when 8879 has not The notification is sent to the signer s email address or if entered to been received the signer s alternate email address Select the check box and then accept the default number of days or enter a different number This option is applied to tax years 2012 and higher If you selected to notify signers by email the electronic filing option or Send e mail the 8879 has not been received option you can enter an alternate notification to e email address to receive notifications in lieu of the signer s email mail address address below in lieu of Important If you select to send email notificati
12. d to returns for tax signature dates years prior to 2012 Always produce Select to prepare Form 8879 SO State only e file Signature 8879 SO during Authorization when exporting electronic files export This option applies to tax years 2013 and higher Select to electronically file Form 8879 with a digital signature for federal and qualifying states When enabled this option also includes information in the transmittal letter and filing instructions that a return Electronically has been sent for eSign sign authorization form s Notes This option applies to tax years 2013 and higher This option does not apply to amended or IT 204LL New York returns to extensions or to filing Report of Foreign Bank and Financial Accounts FBAR Select to electronically file Form 8879 with a digital signature for federal and qualifying states when a state that does not qualify for eSign exists in the return Enable eSign if state returns do not qualify Note This option applies to tax years 2014 and higher Select how to print the transmittal letter and filing instruction paragraph for returns filed electronically Select one of the following Not applicable Transmittal filing Standard instructions Alternate paragraph Suppress No further action No further action return Form 8879 Select one of the following for clients to receive notifications when returns or extensions are accepted by a taxing autho
13. ection from the following options Select the taxing pederal authority you State Cities want to receive FBAR notifications for Note The FBAR option applies to the following Returns filed to report foreign bank and financial account information Tax years 2014 and higher 5 Click Save to save your changes and continue working in the return configuration set or click Save and Close to save your changes and close the return configuration set Chapter 2 Managing Return Configuration Set Electronic Filing Options 14 Managing Return Configuration Set 1120S S Corporation Electronic Filing Options The 1120S S Corporation window in the return configuration set displays electronic filing configuration options that apply to all S Corporation returns You can override electronic filing options in the return configuration set using the General gt Electronic Filing worksheet To configure 1120S S Corporation electronic filing options do the following 1 Open Dashboard click Configuration on the navigation panel and then click Return configuration sets under Tax Double click a return configuration set on the navigation panel 3 Click Electronic Filing Options gt 1120S S Corporation on the navigation panel Enter information for 1120S S Corporation filing options in the various areas Component Description Electronically Select to enable returns for electronic filing file return Select to enable extensio
14. ee Benefit Plan electronic filing options do the following 1 Open Dashboard click Configuration on the navigation panel and then click Return configuration sets under Tax Double click a return configuration set on the navigation panel 3 Click Electronic Filing Options gt 5500 Employee Benefit Plan on the navigation panel Enter information for 5500 Employee Benefit Plan filing options in the various areas Component Description plect snivally file Select to enable return for electronic filing return Select how to print the transmittal letter and filing instruction paragraph for returns filed electronically Select one of the following Transmittal filing Not applicable instructions Standard paragraph Alternate Suppress No further action Beginning with the 2011 tax year clients can receive notifications when returns or extensions are accepted by a taxing authority Select one of the following Notify all clients by email Electronic filing notification to client option Chapter 2 Managing Return Configuration Set Electronic Filing Options 21 Component Description Notify all clients by postcard Notify clients by postcard only if the email address has not been input Send no notification to tax clients Notifications are not sent for returns or extensions that are rejected by a taxing authority Notifications are not sent for MI or OH city returns or extensions You can rev
15. f electronic return to include forms that are electronically filed in return Print and r government copies eas ence Select Suppress printing of all forms during export to exclude forms and payment vouchers with printed government copies when electronic files are created Select Do not print nonfileable message on signature Chapter 2 Managing Return Configuration Set Electronic Filing Options 3 Component Description forms to exclude the non fileable message This is not a Fileable Copy when printing signature forms Select Suppress printing of extension letters during export to exclude extension letters when electronically filing extension forms Select how to process due dates in electronic filing paragraphs Enter the following information e ERO contact name e Preparer email address e ERO PIN Select Randomly generate the ERO PIN 1040 only to Electronic Return allow the system to randomly assign the ERO PIN for 1040 Originator ERO returns information Select Print the ERO name in the signature block of the 8879 to print the ERO name on Form 8879 The Print signer signature option on the return configuration set Signature Block window must also be selected This option is applied to tax years 2011 and higher Important Changes to this option are not applied to returns for tax years prior to 2011 Select to replace signature block information with ERO overrides If you select this box enter the f
16. file This option applies to tax years 2013 and higher Select for signers to receive notifications when taxpayer signatures have not been received on Form 8879 within a designated time period A notification is sent when a date has not been entered in the Electronic Filing Status system Signature Form Received column within the designated time period Send notification to signer when 8879 has not The notification is sent to the signer s email address or if entered to been received the signer s alternate email address Select the check box and then accept the default number of days or enter a different number This option is applied to tax years 2012 and higher If you selected to notify signers by email the electronic filing option or Send e mail the 8879 has not been received option you can enter an alternate notification to e email address to receive notifications in lieu of the signer s email mail address address below in lieu of Important If you select to send email notifications to an alternate signer address you must enter the email address otherwise notifications are not sent If you selected to send electronic filing notifications to clients or Select the type signers by default Return is selected You can change your selection of notification to from the following options be received Return Extensions Chapter 2 Managing Return Configuration Set Electronic Filing Options 17 Component Descripti
17. iew a delivery receipt from the city taxing authorities in Electronic Filing Status by clicking the Accepted status link Email notifications are free of charge but postcard notifications are priced according to the latest Pricing Catalog for each taxing authority in the return Beginning with the 2011 tax year signers can receive notifications when returns or extensions are accepted by a taxing authority Select one of the following Notify all signers by email Notify all signers by postcard Send no notification to signer Electronic filing Notes notification to signer Notifications are not sent for returns or extensions that are option rejected by a taxing authority Notifications are not sent for MI or OH city returns or extensions You can review a delivery receipt from the city taxing authorities in Electronic Filing Status by clicking the Accepted status link Email notifications are free of charge but postcard notifications are priced according to the latest Pricing Catalog for each taxing authority in the return Select one of the following options for the treatment of electronic filing rejection stopped notifications Send no notifications Send e mail to signer Electronic filing rejection notification to signer option Send e mail to alternate signer e mail address Send e mail to both signer and alternate Notes Signer details are entered on the Tax gt Signer window in the staff profile
18. ifications are free of charge but postcard notifications are priced according to the latest Pricing Catalog for each taxing authority in the return Select one of the following options for the treatment of electronic filing rejection stopped notifications Send no notifications Electronic filing Send e mail to signer rejection Send e mail to alternate signer e mail address notification to Send e mail to both signer and alternate signer option Notes Signer details are entered on the Tax gt Signer window in the staff profile This option applies to tax years 2013 and higher Select for signers to receive notifications when taxpayer signatures have not been received on Form 8879 within a designated time period A notification is sent when a date has not been entered in the Electronic Send notification Filing Status system Signature Form Received column within the to signer when designated time period 8879 has not The notification is sent to the signer s email address or if entered to been received the signer s alternate email address Select the check box and then accept the default number of days or enter a different number This option is applied to tax years 2012 and higher Chapter 2 Managing Return Configuration Set Electronic Filing Options 7 Component Description If you selected to notify signers by email the electronic filing option or Send e mail the 8879 has not been received option you can ente
19. iling This option is applied to Electronically tax years 2012 and higher file extension Important The Electronically file return option is applied to both returns and extensions for tax years prior to 2012 File all balance due returns Select to file balance due returns electronically electronically File home state return Select to file home state s in the return electronically electronically File all applicable states Select to file all state s in the return electronically electronically Electronically Select to file cities in the return electronically file city return This option applies to tax years 2013 and higher Select to electronically file the following returns 1040 LLC and property tax 1041 New York 204LL and Wisconsin PW 1 A 1120 Alabama CPT and New York 204LL returns 1120S Alabama CPT New York 204LL and Wisconsin PW1 1065 Alabama PPT New York 204LL Pennsylvania RCT 1011 and Wisconsin PW1 This option applies to tax years 2013 and higher Electronically file federal elections with signatures required Select to include federal elections requiring signatures with Individual electronic files Chapter 2 Managing Return Configuration Set Electronic Filing Options 5 Component Description Suppress Select to suppress printing of the taxpayer signature dates This option is printing of the applied to tax years 2012 and higher taxpayer Important Changes to this option are not applie
20. ions are free of charge but postcard notifications are priced according to the latest Pricing Catalog for each taxing authority in the return Beginning with the 2011 tax year signers can receive notifications when returns or extensions are accepted by a taxing authority Select one of the following Notify all signers by email Notify all signers by postcard Send no notification to signer Electronic filing Notes notification to Notifications are not sent for returns or extensions that are signer option rejected by a taxing authority Notifications are not sent for MI or OH city returns or extensions You can review a delivery receipt from the city taxing authorities in Electronic Filing Status by clicking the Accepted status link Email notifications are free of charge but postcard notifications are priced according to the latest Pricing Catalog for each taxing authority in the return Select one of the following options for the treatment of electronic filing rejection stopped notifications Electronic filing Send no notifications rejection notification to signer option Send e mail to signer Send e mail to alternate signer e mail address Send e mail to both signer and alternate Chapter 2 Managing Return Configuration Set Electronic Filing Options 13 Component Description Notes Signer details are entered on the Tax gt Signer window in the staff profile This option applies to tax years 2
21. n click Electronic Filing Options to set default electronic filing options for Individual Partnership Corporation S Corporation Fiduciary Exempt Organization and Employee Benefit Plan tax products See Chapter 2 Managing Return Configuration Set Electronic Filing Options on page 3 for more information a Staff under Staff Manager Open a staff profile and click Tax gt Signer on the navigation panel to configure signer identification information Security Group On the Security Group profile window select Functional rights on the navigation panel click the Tax tab and grant the appropriate permissions under Tax Preparation and under Electronic Filing In Return Manager select User Options on the Application menu On the Tax gt Miscellaneous window select your preferred method for receiving desktop notifications The notifications display the status of files that are uploaded to the Electronic Filing Status system Overriding Default Settings You can override default settings in a tax return using the General gt Electronic Filing worksheet Chapter 1 Setting Electronic Filing Options and Access 2 Chapter 2 MANAGING RETURN CONFIGURATION SET ELECTRONIC FILING OPTIONS Tax allows you to reduce data entry time by configuring default electronic filing settings for Individual Partnership Corporation S Corporation Fiduciary Exempt Organization and Employee Benefit Plan returns in a return configuration set You c
22. ns for electronic filing This option is applied to Electronically tax years 2012 and higher file extension Important The Electronically file return option is applied to both returns and extensions for tax years prior to 2012 File all balance due returns Select to file balance due returns electronically electronically File all applicable states Select to file all state s in the return electronically electronically Electronically Select to file cities in the return electronically file city return This option applies to tax years 2013 and higher Select to file the following composite returns electronically 1120S Alabama Composite Massachusetts Composite and Electronically Wisconsin 1CNS file composite j 1065 Alabama Composite Massachusetts Composite Mississippi di Composite and Wisconsin 1CNS This option applies to tax years 2013 and higher Select to electronically file the following returns 1040 LLC and property tax 1041 New York 204LL and Wisconsin PW 1 Prieta 1120 Alabama CPT and New York 204LL returns 1120S Alabama CPT New York 204LL and Wisconsin PW1 1065 Alabama PPT New York 204LL Pennsylvania RCT 1011 and Wisconsin PW1 This option applies to tax years 2013 and higher Chapter 2 Managing Return Configuration Set Electronic Filing Options 15 Component Description Select to create NJ 1080 C diskette files S Corporate Diskette Filing is Create New applicable only
23. ollowing information ERO name ERO address ERO city State ERO Zip code Country ERO EIN ERO SSN Alternate ERO ID no PTIN ERO telephone number Electronic Return Originator ERO overrides e o ooo Self employed Select to override self employed information on the signature block 5 Click Save to save your changes and continue working in the return configuration set or click Save and Close to save your changes and close the return configuration set Chapter 2 Managing Return Configuration Set Electronic Filing Options e 4 Managing Return Configuration Set 1040 Individual Electronic Filing Options The 1040 Individual window in the return configuration set displays electronic filing configuration options that apply to all Individual returns You can override electronic filing options in the return configuration set using the General gt Electronic Filing worksheet To configure 1040 Individual electronic filing options do the following 1 Open Dashboard click Configuration on the navigation panel and then click Return configuration sets under Tax Double click a return configuration set on the navigation panel 3 Click Electronic Filing Options gt 1040 Individual on the navigation panel Enter information for 1040 Individual filing options Component Description Electronically Select to enable returns for electronic filing file return Select to enable extensions for electronic f
24. on If you selected to send electronic filing notifications to clients or signers by default Federal is selected You can change your selection from the following options Select the taxing Federal authority you State Cities want to receive FBAR notifications for Note The FBAR option applies to the following Returns filed to report foreign bank and financial account information Tax years 2014 and higher Click Save to save your changes and continue working in the return configuration set or click Save and Close to save your changes and close the return configuration set Managing Return Configuration Set 1041 Fiduciary Electronic Filing Options The 1041 Fiduciary window in the return configuration set displays electronic filing configuration options that apply to Fiduciary returns You can override electronic filing options in the return configuration set using the General gt Electronic Filing worksheet To configure 1041 Fiduciary electronic filing options do the following 1 Open Dashboard click Configuration on the navigation panel and then click Return configuration sets under Tax Double click a return configuration set on the navigation panel Click Electronic Filing Options gt 1041 Fiduciary on the navigation panel Enter information for 1041 Fiduciary filing options in the various areas Component Description Electronically E Select to enable returns for electronic filing file return
25. ons to an alternate signer address you must enter the email address otherwise notifications are not sent If you selected to send electronic filing notifications to clients or Select the type signers by default Return is selected You can change your selection of notification to from the following options be received Return Extensions Chapter 2 Managing Return Configuration Set Electronic Filing Options 20 Component Description If you selected to send electronic filing notifications to clients or signers by default Federal is selected You can change your selection from the following options Select the taxing Federal authority you State Cities want to receive FBAR notifications for Note The FBAR option applies to the following Returns filed to report foreign bank and financial account information Tax years 2014 and higher 5 Click Save to save your changes and continue working in the return configuration set or click Save and Close to save your changes and close the return configuration set Managing Return Configuration Set 5500 Employee Benefit Plan Electronic Filing Options The 5500 Employee Benefit Plan window in the return configuration set displays electronic filing configuration options that apply to all Employee Benefit Plan returns You can override electronic filing options in the return configuration set using the General gt Electronic Filing worksheet To configure 5500 Employ
26. options in the return configuration set using the General gt Electronic Filing worksheet To configure 990 Exempt electronic filing options do the following 1 Open Dashboard click Configuration on the navigation panel and then click Return configuration sets under Tax Double click a return configuration set on the navigation panel Click Electronic Filing Options gt 990 Exempt on the navigation panel Enter information for 990 Exempt filing options in the various areas Component Description Electronically file return AWN Select to enable returns for electronic filing Select to enable extensions for electronic filing This option is Electronically file applied to tax years 2012 and higher extension Important The Electronically file return option is applied to both returns and extensions for tax years prior to 2012 File all balance due Select to file all balance due returns electronically returns electronically Chapter 2 Managing Return Configuration Set Electronic Filing Options 23 Component Description File all applicable Select to file all state s in the return electronically states electronically Select how to print the transmittal letter and filing instruction paragraph for returns filed electronically Select one of the following Transmittal filing Not applicable instructions Standard paragraph Alternate No further action Suppress No further action send 8879 EO
27. postcard Notify all clients by postcard only if the email address has not been input Send no notification to tax clients Chapter 2 Managing Return Configuration Set Electronic Filing Options 9 Component Description Clients can receive notifications when returns or extensions are accepted by a taxing authority Select one of the following Notify all clients by email Notify all clients by postcard Notify clients by postcard only if the email address has not been input Send no notification to tax clients Electronic filing potes notification to Notifications are not sent for returns or extensions that are client option rejected by a taxing authority Notifications are not sent for MI or OH city returns or extensions You can review a delivery receipt from the city taxing authorities in Electronic Filing Status by clicking the Accepted status link Email notifications are free of charge but postcard notifications are priced according to the latest Pricing Catalog for each taxing authority in the return Beginning with the 2011 tax year signers can receive notifications when returns or extensions are accepted by a taxing authority Select one of the following Notify all signers by email Notify all signers by postcard Send no notification to signer Electronic filing Notes notification to Notifications are not sent for returns or extensions that are signer option rejected by a taxing autho
28. r an alternate notification to e email address to receive notifications in lieu of the signer s email mail address address below in lieu of Important If you select to send email notifications to an alternate signer address you must enter the email address otherwise notifications are not sent If you selected to send electronic filing notifications to clients or Select the type signers by default Return is selected You can change your selection of notification to from the following options be received Return Extensions If you selected to send electronic filing notifications to clients or signers by default Federal is selected You can change your selection from the following options Select the taxing Federal authority you State Cities want to receive FBAR notifications for Note The FBAR option applies to the following Returns filed to report foreign bank and financial account information Tax years 2014 and higher 5 Click Save to save your changes and continue working in the return configuration set or click Save and Close to save your changes and close the return configuration set Managing Return Configuration Set 1065 Partnership Electronic Filing Options The 1065 Partnership window in the return configuration set displays electronic filing configuration options that apply to all Partnership returns You can override electronic filing options in the return configuration set using the General g
29. rity Notifications are not sent for MI or OH city returns or extensions You can review a delivery receipt from the city taxing authorities in Electronic Filing Status by clicking the Accepted status link Email notifications are free of charge but postcard notifications are priced according to the latest Pricing Catalog for each taxing authority in the return Select one of the following options for the treatment of electronic filing rejection stopped notifications Send no notifications Electronic filing rejection notification to A signer option Send e mail to signer Send e mail to alternate signer e mail address Send e mail to both signer and alternate Signer details are entered on the Tax gt Signer window in the staff profile Chapter 2 Managing Return Configuration Set Electronic Filing Options 10 Component Description This option applies to tax years 2013 and higher Select for signers to receive notifications when taxpayer signatures have not been received on Form 8879 within a designated time period A notification is sent when a date has not been entered in the Electronic Filing Status system Signature Form Received column within the designated time period Send notification to signer when 8879 has not The notification is sent to the signer s email address or if entered to been received the signer s alternate email address Select the check box and then accept the default number of da
30. rity Notify all clients by email Notify all clients by postcard Notify clients by postcard only if the email address has not been input Electronic filin 8 Send no notification to tax clients notification to client option Notes Notifications are not sent for returns or extensions that are rejected by a taxing authority Notifications are not sent for MI or OH city returns or extensions You can review a delivery receipt from the city taxing authorities in Electronic Filing Status by clicking the Accepted status link Chapter 2 Managing Return Configuration Set Electronic Filing Options 6 Component Description Email notifications are free of charge but postcard notifications are priced according to the latest Pricing Catalog for each taxing authority in the return Select one of the following for signers to receive notifications when returns or extensions are accepted by a taxing authority Notify all signers by email Notify all signers by postcard Send no notification to signer This option is applied to tax years 2011 and higher Electronic filing notification to signer option Notes Notifications are not sent for returns or extensions that are rejected by a taxing authority Notifications are not sent for MI or OH city returns or extensions You can review a delivery receipt from the city taxing authorities in Electronic Filing Status by clicking the Accepted status link Email not
31. t Electronic Filing worksheet unless noted differently in the component explanations under step 4 To configure 1065 Partnership electronic filing options do the following 1 Open Dashboard click Configuration on the navigation panel and then click Return configuration sets under Tax Double click a return configuration set on the navigation panel 3 Click Electronic Filing Options gt 1065 Partnership on the navigation panel Enter information for 1065 Partnership filing options in the various areas Component Description Electronically Select to enable returns for electronic filing file return Chapter 2 Managing Return Configuration Set Electronic Filing Options 8 Component Description Select to enable extensions for electronic filing This option is applied to Electronically tax years 2012 and higher file extension Important The Federal electronic filing method setting is applied to both returns and extensions for tax years prior to 2012 File all applicable states Select to file all states in the return electronically electronically Electronically Select to file cities in the return electronically file city return This option applies to tax years 2013 and higher Select to electronically file the following returns 1040 LLC and property tax 1041 New York 204LL and Wisconsin PW 1 apnea 1120 Alabama CPT and New York 204LL returns 1120S Alabama CPT New York 204LL and Wisconsin PW1
32. tatus link Chapter 2 Managing Return Configuration Set Electronic Filing Options 24 Component Description Email notifications are free of charge but postcard notifications are priced according to the latest Pricing Catalog for each taxing authority in the return Select one of the following options for the treatment of electronic filing rejection stopped notifications Send no notifications Send e mail to signer Electronic filing Send e mail to alternate signer email address rejection notification d iba dal to signer option Send e mail to both signer and alternate Signer details are entered on the Tax gt Signer window in the staff profile This option applies to tax years 2013 and higher If you selected to notify all signers by email you can enter an Send e mail alternate email address to receive notifications in lieu of the notification to e mail signer s email address address below in lieu Important If you select to send email notifications to an alternate of signer address you must enter the email address otherwise notifications are not sent If you selected to send electronic filing notifications to clients or Select the type of signers by default Return is selected You can change your notification to be selection from the following options received Return Extensions If you selected to send electronic filing notifications to clients or signers by default Federal is selected You c
33. to returns for which the Federal return is being Jersey NJ 1080 electronically filed C diskette file Note You can override this option on a per return basis using the Federal gt General gt Electronic Filing gt Section 4 worksheet Create AR Select to create the Arkansas AR 1000CR magnetic media export file 1000CR Note You can override this option on a per return basis using the magnetic file Federal gt General gt Electronic Filing gt Section 4 worksheet Select how to print the transmittal letter and filing instruction paragraph for returns filed electronically Select one of the following Not applicable Transmittal filing Standard instructions Alternate paragraphs Suppress No further action No further action return Form 8879 S Beginning with the 2011 tax year clients can receive notifications when returns or extensions are accepted by a taxing authority Select one of the following Notify all clients by email Notify all clients by postcard Notify clients by postcard only if the email address has not been input eerie Send no notification to tax clients Electronic filing notification to Notes client option Notifications are not sent for returns or extensions that are rejected by a taxing authority Notifications are not sent for MI or OH city returns or extensions You can review a delivery receipt from the city taxing authorities in Electronic Filing Status by clicking the
34. uration Set 1120 Corporation Electronic Filing Options The 1120 Corporation window in the return configuration set displays electronic filing configuration options that apply to all Corporation returns You can override electronic filing options in the return configuration set using the General gt Electronic Filing worksheet To configure 1120 Corporation electronic filing options do the following 1 Open Dashboard click Configuration on the navigation panel and then click Return configuration sets under Tax Double click a return configuration set on the navigation panel 3 Click Electronic Filing Options gt 1120 Corporation on the navigation panel Enter information for 1120 Corporation filing options in the various areas Component Description Electronically Select to enable returns for electronic filing file return Select to enable extensions for electronic filing This option is applied to Electronically tax years 2012 and higher file extension Important The Electronically file return option is applied to both returns and extensions for tax years prior to 2012 File all balance due returns Select to file balance due returns electronically electronically File all applicable states Select to file all states in the return electronically electronically Electronically Select to file cities in the return electronically file city return This option applies to tax years 2013 and higher Select to electronicall
35. y clients by postcard only if the email address has not been input es Send no notification to tax clients Electronic filing notification to Notes client option Notifications are not sent for returns or extensions that are rejected by a taxing authority Notifications are not sent for MI or OH city returns or extensions You can review a delivery receipt from the city taxing authorities in Electronic Filing Status by clicking the Accepted status link Email notifications are free of charge but postcard notifications are priced according to the latest Pricing Catalog for each taxing authority in the return Beginning with the 2011 tax year signers can receive notifications when returns or extensions are accepted by a taxing authority Select one of the following Electronic filin Notify all signers by email notification to signer option Notify all signers by postcard Send no notification to signer Chapter 2 Managing Return Configuration Set Electronic Filing Options 19 Component Description Notes Notifications are not sent for returns or extensions that are rejected by a taxing authority Notifications are not sent for MI or OH city returns or extensions You can review a delivery receipt from the city taxing authorities in Electronic Filing Status by clicking the Accepted status link Email notifications are free of charge but postcard notifications are priced according to the latest Pricing C
36. y file the following returns 1040 LLC and property tax 1041 New York 204LL and Wisconsin PW 1 pe ae 1120 Alabama CPT and New York 204LL returns 1120S Alabama CPT New York 204LL and Wisconsin PW1 1065 Alabama PPT New York 204LL Pennsylvania RCT 1011 and Wisconsin PW1 This option applies to tax years 2013 and higher Select how to print the transmittal letter and filing instruction paragraph for returns filed electronically Select one of the following Transmittal filing Not applicable instructions Standard paragraphs Alternate Suppress No further action Chapter 2 Managing Return Configuration Set Electronic Filing Options 12 Component Description No further action return Form 8879 C Beginning with the 2011 tax year clients can receive notifications when returns or extensions are accepted by a taxing authority Select one of the following Notify all clients by email Notify all clients by postcard Notify clients by postcard only if the email address has not been input ere Send no notification to tax clients Electronic filing notification to Notes client option Notifications are not sent for returns or extensions that are rejected by a taxing authority Notifications are not sent for MI or OH city returns or extensions You can review a delivery receipt from the city taxing authorities in Electronic Filing Status by clicking the Accepted status link Email notificat
37. ys or enter a different number This option is applied to tax years 2012 and higher If you selected to notify signers by email the electronic filing option or Send e mail the 8879 has not been received option you can enter an alternate notification to e email address to receive notifications in lieu of the signer s email mail address address below in lieu of Important If you select to send email notifications to an alternate signer address you must enter the email address otherwise notifications are not sent If you selected to send electronic filing notifications to clients or Select the type signers by default Return is selected You can change your selection of notification to from the following options be received Return Extensions If you selected to send electronic filing notifications to clients or signers by default Federal is selected You can change your selection from the following options Select the taxing Federal authority you State Cities want to receive FBAR notifications for Note The FBAR option applies to the following Returns filed to report foreign bank and financial account information Tax years 2014 and higher Click Save to save your changes and continue working in the return configuration set or click Save and Close to save your changes and close the return configuration set Chapter 2 Managing Return Configuration Set Electronic Filing Options 11 Managing Return Config
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