Common questions about 990 Electronic Filing paperless filing signature

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. Click on Settings.
2. Click on Options.
3. Select the Tax Return tab.
4. 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.

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