990-US ELF: Forms attached as PDF files to electronic files (FAQ)

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

Question

Which forms can I attach as a PDF file to the electronic file?

Answer

The following are the only forms that you can attach to the XML portion of the electronic file as a PDF file.

Refer to IRS Publication 4164 for information about which binary attachments can be attached to an electronic file.

Related topic: 990-US ELF: Electronic filing FAQs

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