Configuring Return Configuration Set 1040/Individual Electronic Filing Options

The 1040/Individual window in the return configuration set displays electronic filing configuration options that apply to all Individual returns. You can override electronic filing options in the return configuration set using the General > Electronic Filing worksheet.

To configure 1040/Individual electronic filing options, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Configuration > Return configuration sets under Tax.
2. Double-click a return configuration set on the navigation panel.
3. Click Electronic Filing Options > 1040/Individual on the navigation panel.
4. Enter information for 1040/Individual filing options. Explain the 1040 options.

Component	Description
What to file electronically
Electronically file federal return and enable electronic filing for selected return types	Enable federal returns for electronic filing and the following return units: Select Extensions to enable extensions for electronic filing. Select All state returns to file all states in the return electronically. Select All city returns to file cities in the return electronically. Select Other returns to electronically file the following returns: 1040 LLC and property tax 1041 New York 204LL and Wisconsin PW-1 1120 Alabama CPT and New York 204LL 1120S Alabama CPT, New York 204LL, and Wisconsin PW1 1065 Alabama PPT, New York 204LL, Pennsylvania RCT-101I, and Wisconsin PW1 Select Estimated tax payments to file estimated tax payments electronically. Select Federal elections with signatures required to include federal elections requiring signatures with Individual electronic files.
Printing upon export
Suppress printing of the taxpayer signature dates	Select to suppress printing of the taxpayer signature dates.
Always produce 8879-SO during export	Select to prepare Form 8879-SO, a state-only e-file signature authorization, when exporting electronic files. You can use this form for state-only electronic filing for states that do not have an official signature authorization form.
ERO signature option for form 8879	Select how to process the ERO signature for Form 8879. Suppress printing (default) Print ERO firm name Print ERO preparer Notes: This option applies to tax years 2017 and higher. The Print signer signature option on the return configuration set Signature Block window must also be selected. Be aware that the IRS does not consider a computer signature as a valid signature.
eSign options
Electronically sign authorization form(s)	Select to electronically file authorization forms with a digital signature for federal and qualifying states. When enabled, this option also includes information in the transmittal letter and filing instructions that a return has been sent for eSign. Note: This option does not apply to amended or IT-204LL (New York) returns, to extensions, or to filing Report of Foreign Bank and Financial Accounts (FBAR).
Enable eSign if state returns do not qualify	Select to electronically file Form 8879 with a digital signature for federal and qualifying states when a state that does not qualify for eSign exists in the return.
e-file paragraph in letters and filing instructions
Transmittal/filing instructions paragraph	Select how to print the transmittal letter and filing instruction paragraph for returns filed electronically. Select one of the following: Not applicable Standard Alternate Suppress No further action No further action - return Form 8879
Electronic filing notifications
Notes: Email notifications are free of charge. Postcard notifications are priced according to the latest Pricing Catalog for each taxing authority in the return. Email notifications for Individual clients will contain more information from Form 9325, such as how to check on the status of the refund. Therefore, your clients will have fewer questions for you concerning their electronically filed returns. Email notifications or postcards are sent for each taxing authority. For example, if you have a return for federal and four states, five e-mails or postcards will be sent. Each postcard will be charged.
Electronic filing notification to client option	Select one of the following for clients to receive notifications when returns or extensions are accepted by a taxing authority: Notify all clients by email Notify all clients by postcard Notify clients by postcard only if the email address has not been input Send no notification to tax clients Notes: When you choose to notify your clients by e-mail, you are authorizing Wolters Kluwer to act on your behalf and send e-mail notifications of taxing authority acceptance directly to your tax clients. Notifications are not sent for MI or OH city returns or extensions acceptance.
Electronic filing notification to signer option	Select one of the following for signers to receive notifications when returns or extensions are accepted by a taxing authority: Notify all signers by email Notify all signers by postcard Send no notification to signer Note: Notifications are not sent for MI or OH city returns or extensions acceptance.
Electronic filing rejection notification to signer option	Select one of the following for signers to receive notifications when returns or extension are rejected by a taxing authority: Send no notifications Send e-mail to signer Send e-mail to alternate signer e-mail address Send e-mail to both signer and alternate
Electronic filing stopped notification to signer option	Select one of the following for signers to receive notifications when returns or extension are stopped by the Tax system: Send no notifications Send e-mail to signer Send e-mail to alternate signer e-mail address Send e-mail to both signer and alternate Note: This option applies to tax years 2017 and higher.
Electronic filing returns due to expire notification to signer option	Most states require you to install the latest version of the Tax software within ten business days of the deployment of the next release. When a software release contains an update for a participating state, that state will not accept a return that is transmitted after the ten business day limit. In this case, you must recalculate the return on the latest version and retransmit. Select one of the following for signers to receive notifications when returns are nearing expiration due to the ten day limit, and then enter the number of days before expiration: Send no notifications Send e-mail to signer Send e-mail to alternate signer e-mail address Send e-mail to both signer and alternate Notes: This option applies to tax years 2018 and higher. State returns that are not affected by the latest software update are not subject to expiration. You are unable to upload participating state returns that have expired to the Electronic Filing Status System. In this case, you will be prompted to recalculate the return. For a list of participating states, go to our Knowledge Base and search for Which states can expire for electronic filing?
Send notification to signer when 8879 has not been received	Select for signers to receive notifications when taxpayer signatures have not been received on Form 8879 within a designated time period. A notification is sent when a date has not been entered in the Electronic Filing Status System Signature Form - Received column within the designated time period. The notification is sent to the signer's email address or, if entered, to the signer's alternate email address. Select the check box, and then accept the default number of days, or enter a different number.
Notification options
Send e-mail notification to e-mail address below in lieu of signer	If you selected to notify signers by email (the electronic filing option or the 8879 has not been received option), you can enter an alternate email address to receive notifications in lieu of the signer's email address. Important: If you select to send email notifications to an alternate address, you must enter the email address; otherwise, notifications are not sent.
Select the type of notification to be received	If you selected to send electronic filing notifications to clients or signers, by default, Return is selected. You can change your selection from the following options: Return Extensions
Select the taxing authority you want to receive notifications for	If you selected to send electronic filing notifications to clients or signers, by default, Federal is selected. You can change your selection from the following options: Federal State/Cities FBAR Note: The FBAR option applies to returns filed to report foreign bank and financial account information.

5. Click Save to save your changes and continue working in the return configuration set, or click Save & Close to save your changes and close the return configuration set.