Common questions about 990 e-file signature in Lacerte

How do I generate Forms 8453-EO or 8879-EO?

• Signature Form 8453-EO must be signed, scanned, and attached as a PDF to an E-filed return or extension.
• Signature Form 8879-EO must be signed for an E-filed return or extension, then kept in the preparer's files.

To generate the signature form for the Main Return (Form 990, 990EZ, 990PF) for a specific client file:

1. Go to Screen 5, Electronic Filing.
2. Scroll down to the Paperless Filing - Overrides section.
3. Enter a '1' to generate Form 8879-EO, or '2' to generate Form 8453-EO in, e-file PIN signature: 1=when applicable, 2=suppress [O].

To generate the signature form for the first extension (Form 8868) for a specific client file:

1. Go to Screen 5, Electronic Filing.
2. Scroll down to the Paperless Filing - Overrides section.
3. Enter a '1' to generate Form 8879-EO, or '2' to generate Form 8453-EO in, e-file PIN signature: 1=when applicable, 2=suppress [O].
4. Go to Screen 15, Extensions.
5. Check the box e-file automatic extension.

To generate the signature form for all clients:

1. From the Settings menu, select Options.
2. Select the Tax Return tab.
3. Select the following e-file Pin Signature option form the drop down menu:
   • When applicable: defaults to Form 8879-EO.
   • Suppress: defaults to Form 8453-EO.

The following articles are the top question regarding the electronic filing paperless filing signature.

• Exempt Organization Diagnostic Ref. 9843 and Ref. 9844 Signed 8453-EO Must be Attached