Generate separately filed forms for entities that do not have an EIN in ProConnect Tax

Some separately forms must be generated before the entity has an EIN. This article will help you generate these forms:

1. Enter AppliedFor (exactly as shown, without a space) in the EIN field under the Profile.
   • This will facilitate printing forms that do not need an EIN.
2. After the EIN is obtained, update this field to reflect the actual EIN, and compute the actual return (incurring REP charge if applicable).

Generating the SS-4

Partnership return (1065):

1. Go to Input Return ⮕ Miscellaneous Forms
2. Select Employer ID No. App. (SS-4)
3. Check the box labeled Print Form SS-4 with complete return
4. Make any other applicable entries on this screen
   • Generating the SS-4 triggers a critical diagnostic in the return: "Form SS-4, Application for Employer Identification Number, was generated with this tax return. Do not attach this form to Form 1065. Form SS-4 must be filed separately. Refer to Form SS-4 instructions for information on when and where to file this form." This form cannot be e-filed with the return, it must be filed separately.

S Corporation return (1120S):

1. Go to Input Return ⮕ Miscellaneous Forms
2. Select Employer ID Number App (SS-4)
3. Check the box labeled Print Form SS-4 with complete return
4. Make any other applicable entries on this screen
   • Generating the SS-4 triggers a suggestion in the return: "Form SS-4, Application for Employer Identification Number was generated with this tax return. Do not attach this form to Form 1120S. Form SS-4 must be filed separately. Refer to Form SS-4 instructions for information on when and where to file this form." This form cannot be e-filed with the return, it must be filed separately. 

Corporate return (1120)

1. Go to Input Return ⮕ Miscellaneous Forms
2. Select Application for EIN (SS-4)
3. Check the box labeled Print Form SS-4 with complete return
4. Make any other applicable entries on this screen
   • Generating the SS-4 triggers a suggestion in the return: "Form SS-4, Application for Employer Identification Number was generated with this tax return. Do not attach this form to Form 1120. Form SS-4 must be filed separately. Refer to Form SS-4 instructions for information on when and where to file this form." This form cannot be e-filed with the return, it must be filed separately.

Exempt Organization return (990)

1. Go to Input Return ⮕ Miscellaneous Forms
2. Select Application for EIN (SS-4)
3. Check the box labeled Print Form SS-4 with complete return
4. Make any other applicable entries on this screen
   • Generating the SS-4 triggers a suggestion in the return: "Form SS-4, Application for Employer Identification Number was generated with this tax return. Do not attach this form to the exempt organization annual return filing. Form SS-4 must be filed separately. Refer to Form SS-4 instructions for information on when and where to file this form." This form cannot be e-filed with the return, it must be filed separately.

Generating Form 56 in a Fiduciary return (1041)

1. Go to Input Return ⮕ Misc. Forms
2. Select Notice Concerning Fiduciary Relationship (56)
3. Check the box labeled Print with tax return
4. Make any other applicable entries on this screen
   • Generating Form 56 triggers a suggestion in the return: "Form 56 must be attached as a PDF file for electronically filed returns. You can print Form 56 from within the program, obtain the signature, scan it to a PDF file, and attach it to the return." Form 56 cannot be e-filed with the return normally. The form would need to be downloaded via partial print, signed, and attached to the return.