Defining the 990 electronic filing configuration

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

Before you enter data for a 990 electronic return, you need to configure options for all returns and user preferences, such as Electronic Filing Identification Numbers (EFINs) and alternate Electronic Return Originator (ERO) information for UltraTax/990.

If your firm uses multiple installations of UltraTax CS and/or multiple file locations, see Electronic filing with multiple installations of UltraTax CS and/or multiple data locations for details about issues that can occur with these configurations.

If you use both CS Connect and a third-party application vendor to transmit electronic returns, you need to set user preference options, as described in Setting options for third-party application vendors to transmit electronic returns.

This procedure helps you do the following:

  1. Choose Setup > Office Configuration to open the Office Configuration dialog.

    Note: Depending on your security configuration, you might be prompted to enter the master password before you can open the System Configuration dialog. The master password is specified in Setup > Security.

  2. Click the E-Filing tab.
  3. In the EFIN (Electronic Filing Identification Number) group box, you can select one of the following options.
    • If you are filing electronic returns using only one EFIN, click the All returns in this office will file using EFIN option and enter the six-digit, IRS-assigned EFIN in the field provided.
    • If you are using different EFINs, click the Several EFINs are being used option. After you mark this option, you must assign EFINs to each preparer in the Preparers tab. To do so, click the Preparers tab, click the Add or Edit button for each preparer, enter the appropriate EFIN in the Preparer EFIN field, and click OK to save the information.

      For UltraTax CS to properly assign this EFIN to the electronic return, you must select the appropriate preparer in the Client Properties dialog, which you can open by choosing File > Client Properties when a return is open.

  4. Click the ERO button to open the Electronic Return Originator (ERO) dialog. UltraTax CS uses the licensed firm information as the default for the ERO information. To enter alternate information for the ERO rather than use the licensed firm information, click the Use alternate ERO information option in the Electronic Return Originator (ERO) information for Electronic Filing Signature Form group box and complete all of the fields for the Alternate ERO information.
  5. Click Done to close the Electronic Return Originator (ERO) dialog.
  6. Click Done to close the Office Configuration dialog.
  7. Choose Setup > 990 Exempt Organizations to open the 990 Product Information dialog.
  8. Click the Other Return Options button to open the Return Presentation tab in the Other Return Options dialog. The taxpayer's address is right-justified when the facsimile of Form 9325 is printed. To have the taxpayer's address print left-justified on the facsimile of Form 9325, mark the Print Form 9325 taxpayer mailing address left-justified in the Options group box. 
  9. Click OK to close the Other Return Options dialog.
  10. Click the New Client Options button to open the New Client Options dialog, mark the File the return electronically (Screen ELF) checkbox in the Other group box to automatically mark the File this return electronically for Forms 990, 990-EZ, 990-PF, and 990-N returns checkbox in Screen ELF for new clients. If you do not want this checkbox marked automatically, clear the File the return electronically (Screen ELF) checkbox; you must then individually mark the File this return electronically for Forms 990, 990-EZ, 990-PF, and 990-N returns checkbox in Screen ELF for each client's return you want to electronically file.
  11. Click OK to close the New Client Options dialog.
  12. If desired, Thomson Reuters can send clients an email notification on your behalf when the federal and state (if applicable) returns and extensions are accepted. This option must be selected in the client's return before the electronic file is created. For information about how to configure clients to have UltraTax CS send an acceptance email notification, see Configuring email notifications when electronically filed returns are accepted.

Related topic: UltraTax/990 electronic filing overview

Share This