Signing 1065 partnership returns for electronic filing

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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.

You can sign a 1065 electronic return by using either the Practitioner Personal Identification Number (PIN) or Scanned Form 8453 option.

Extension notes

  • Electronic signatures are required for the extension electronic file for Form 1065-B or Form 8804 extensions when using electronic funds withdrawal (EFW) to pay a balance due on the extension.
  • When you complete the following steps, UltraTax CS generates Form 8878-A, which the taxpayer must sign and return to the Electronic Return Originator (ERO) before transmitting the extension electronic file. The ERO retains this form, unless the IRS requests the form.

To use the Practitioner PIN option, follow these steps.

  1. Complete the Name of partner signing return field in Screen Contact in the General folder. This field defaults to the name of the tax matters person, if available.
  2. Complete the Signature date of partner signing return field in Screen ELF. This should be the date that Form 8879-PE or 8879-B is signed by the partner or limited liability company member. UltraTax CS uses the current date if you leave this field blank and the When Form 8879 (etc.) signature date(s) (Preparer and/or Client) are not entered: use current date option is selected in the Setup > Office Configuration > Print Options tab. 
  3. Enter five numbers in the ERO PIN field. You may choose any five digits other than 00000. The actual Electronic Return Originator (ERO) PIN is an 11-digit number, of which the first six digits are your IRS-assigned Electronic Filing Identification Number (EFIN) and the last five digits consist of the self-selected numbers entered in Screen ELF.
  4. Have the client complete the Taxpayer PIN field, which is a self-selected set of five numbers other than 00000.

Note: As the electronic return originator (ERO), you may enter this PIN if you have the taxpayer's written signature on Form 8879-PE or 8879-B, 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 do not mail it 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-PE, U.S. Partnership Declaration for an IRS e-file Return, or Form 8453-B, U.S. Electing Large Partnership Declaration for an IRS e-file Return. You will need to sign the form as the ERO, and a partner or limited liability company member must also sign the form.
  2. Scan the signed document into FileCabinet CS or another location. (Note that the document must be in PDF format.)
  3. To include the PDF in the electronic file, choose Edit > Electronic Filing Attachments with the return open and click the Add button.
  4. In the Product field, select Federal from the drop-down list.
  5. In the Return field, select Tax Return from the drop-down list.
  6. In the Attachment title field, select 8453 Signature Document from the drop-down list.
  7. If the document was scanned into FileCabinet CS, click the FileCabinet CS option and click the Select button to select the appropriate document. If the document was not scanned into FileCabinet CS, click the File option and click the Browse button 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. For details, see Accessing local network drives through applications that run in the Virtual Office CS or SaaS environment.

  8. Click OK to return to the Electronic Filing Attachments dialog.
  9. Click the View Attachment button to view the PDF file that UltraTax CS will include in the electronic file, or click OK to close the dialog.
  10. In Screen Contact in the General folder, complete the Name of partner signing return field. This field defaults to the name of the tax matters person, if available.
  11. Complete the Signature date of partner signing return field in Screen ELF in the Electronic Filing folder with the date the taxpayer signed Form 8453-PE or Form 8453-B. UltraTax CS uses the current date if you leave this field blank and the When Form 8879 (etc.) signature date(s) (Preparer and/or Client) are not entered: use current date option is selected in the Setup > Office Configuration > Print Options tab. 

    Note: Leave the PIN fields in the Electronic Filing Personal Identification (PIN) Information section in Screen ELF blank.

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