Before you start:
- Entities which are mandated to e-file their tax return must also e-file any associated amended return electronically.
- If you're e-filing you may pay a balance due by electronic funds withdrawal. You may not elect direct deposit of any amended refund.
- Before starting we recommend making a backup of the original return. See How to copy or backup client files using ProSeries
To generate the amended return:
- Open the originally filed client's return
- If you are e-filing the amended return scroll down to Part VII - Electronic Filing Information. Check the Amended Return boxes for the federal.
- Activate the amended return:
- For Form 990-EZ: Open Form 990-EZ check the box under item B for amended return.
- For Form 990: Open Form 990, p1 check the box under item B for amended return.
- For Form 990-PF: Open Form 990-PF, p1, check the box under item G for amended return.
- For Form 990-T: Open Form 990-T, write Amended Return at the top.
- Make the needed changes to the original forms, schedules, and worksheets.
- Save the return.
- Run Final Review on both the federal and state return.
- If you will be mailing the amended return, print, and mail it to the service center where the original return was filed.
- Include a statement that indicates the line numbers on the original return that were changed and give the reason for each change.
To e-file the amended return:
- Open return.
- PDF attachments that were transmitted with the original federal return aren't transmitted with the amended return. You must attach any applicable attachments to the amended return.
- If there is a balance due:
- Complete Part VIII - Electronic Funds Withdrawal Information by marking the electronic funds for amended Form boxes.
- Make sure the banking information is correct.
- Open the EF Info Wks.
- In the Enter the payment date to withdraw tax payment field enter the date the amended return will be transmitted.
- Run Final Review on federal and make sure the return is clear of errors
- Transmit the client from the EF Center Homebase or EF Now.