Enlarge image | Form 8879-TE IRS e-file Signature Authorization OMB No. 1545-0047 for a Tax Exempt Entity For calendar year 2021, or fiscal year beginning , 2021, and ending , 20 Department of the Treasury ▶ Do not send to the IRS. Keep for your records. 2021 Internal Revenue Service ▶ Go to www.irs.gov/Form8879TE for the latest information. Name of filer EIN or SSN Name and title of officer or person subject to tax Part I Type of Return and Return Information Check the box for the return for which you are using this Form 8879-TE and enter the applicable amount, if any, from the return. Form 8038- CP and Form 5330 filers may enter dollars and cents. For all other forms, enter whole dollars only. If you check the box on line 1a, 2a, 3a, 4a, 5a, 6a, 7a, 8a, 9a, or 10a below, and the amount on that line for the return being filed with this form was blank, then leave line 1b, 2b, 3b, 4b, 5b, 6b, 7b, 8b, 9b, or 10b, whichever is applicable, blank (do not enter -0-). But, if you entered -0- on the return, then enter -0- on the applicable line below. Do not complete more than one line in Part I. 1a Form 990 check here . . ▶ b Total revenue, if any (Form 990, Part VIII, column (A), line 12) . . 1b 2a Form 990-EZ check here . ▶ b Total revenue, if any (Form 990-EZ, line 9) . . . . . . . . 2b 3a Form 1120-POL check here ▶ b Total tax (Form 1120-POL, line 22) . . . . . . . . . . 3b 4a Form 990-PF check here . ▶ b Tax based on investment income (Form 990-PF, Part V, line 5) . 4b 5a Form 8868 check here . . ▶ b Balance due (Form 8868, line 3c) . . . . . . . . . . . 5b 6a Form 990-T check here . ▶ b Total tax (Form 990-T, Part III, line 4) . . . . . . . . . . 6b 7a Form 4720 check here . . ▶ b Total tax (Form 4720, Part III, line 1) . . . . . . . . . . 7b 8a Form 5227 check here . . ▶ b FMV of assets at end of tax year (Form 5227, Item D) . . . . 8b 9a Form 5330 check here . . ▶ b Tax due (Form 5330, Part II, line 19) . . . . . . . . . . 9b 10a Form 8038-CPcheck here ▶ b Amount of credit payment requested (Form 8038‐ CP, Part III, line 22) 10b Part II Declaration and Signature Authorization of Officer or Person Subject to Tax Under penalties of perjury, I declare that I am an officer of the above entity or I am a person subject to tax with respect to (name of entity) , (EIN) and that I have examined a copy of the 2021 electronic return and accompanying schedules and statements, and, to the best of my knowledge and belief, they are true, correct, and complete. I further declare that the amount in Part I above is the amount shown on the copy of the electronic return. I consent to allow my intermediate service provider, transmitter, or electronic return originator (ERO) to send the return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason for rejection of the transmission, (b) the reason for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize the U.S. Treasury and its designated Financial Agent to initiate an electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax preparation software for payment of the federal taxes owed on this return, and the financial institution to debit the entry to this account. To revoke a payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537 no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I have selected a personal identification number (PIN) as my signature for the electronic return and, if applicable, the consent to electronic funds withdrawal. PIN: check one box only I authorize to enter my PIN as my signature ERO firm name Enter five numbers, but do not enter all zeros on the tax year 2021 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I also authorize the aforementioned ERO to enter my PIN on the return’s disclosure consent screen. As an officer or person subject to tax with respect to the entity, I will enter my PIN as my signature on the tax year 2021 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I will enter my PIN on the return’s disclosure consent screen. Signature of officer or person subject to tax ▶ Date ▶ Part III Certification and Authentication ERO’s EFIN/PIN. Enter your six-digit electronic filing identification number (EFIN) followed by your five-digit self-selected PIN. Do not enter all zeros I certify that the above numeric entry is my PIN, which is my signature on the 2021 electronically filed return indicated above. I confirm that I am submitting this return in accordance with the requirements of Pub. 4163, Modernized e-File (MeF) Information for Authorized IRS e-file Providers for Business Returns. ERO’s signature ▶ Date ▶ ERO Must Retain This Form — See Instructions Do Not Submit This Form to the IRS Unless Requested To Do So For Privacy Act and Paperwork Reduction Act Notice, see back of form. Cat. No. 31722T Form 8879-TE (2021) |
Enlarge image | Form 8879-TE (2021) Page 2 General Instructions • Enter the name and employer Important Notes for EROs identification number or social security The Taxpayer First Act, P.L. 116-25, number at the top of the form; • Do not send Form 8879-TE to the IRS unless requested to do so. Retain the increased the number and types of tax- • Complete Part I by checking the box completed Form 8879-TE for 3 years exempt and government entities required for the type of return being filed and from the return due date or the date the to file information and tax returns using the amount, if any, from the 2021 IRS received the return, whichever is electronically. To accommodate the return; later. Form 8879-TE can be retained expansion of electronic filing, Forms 8453-EO and 8879-EO have been • Enter on the authorization line in Part II electronically in accordance with the replaced by Forms 8453-TE and the ERO firm name (not the name of the recordkeeping guidelines in Rev. Proc. 8879-TE, respectively. The forms listed individual preparing the return) if the 97-22, which is on page 9 of Internal in Part I of Form 8453-TE and Form ERO is authorized to enter the officer’s Revenue Bulletin 1997-13 at 8879-TE include forms currently PIN; www.irs.gov/pub/irs-irbs/irb97-13.pdf. available for electronic filing as well as • Give Form 8879-TE for completion and • Enter the PIN on the input screen only forms expected to become available for review to the entity subject to tax. The if you’re authorized to do so. electronic filing in 2022. Please see the acceptable delivery methods include • Give a copy of the signed Form instructions for each specific form for hand delivery, U.S. mail, private delivery 8879-TE upon request to the entity more information about electronic filing service, email, Internet website, and fax; subject to tax. of that form. and • Give a corrected copy of the Form Future Developments • Complete Part III by entering the ERO’s 8879-TE if changes are made to the EFIN/PIN and include a signature and return (for example, based on the entity’s For the latest information about date. review) to the entity subject to tax. developments related to Form 8879-TE and its instructions, such as legislation Form 8879-TE must be • See Pub. 4163, Modernized e-File enacted after they were published, go to completed and signed before (MeF) Information for Authorized IRS www.irs.gov/Form8879TE. ▲! submission of the electronic e-file Providers for Business Returns. CAUTION return. Purpose of Form Paperwork Reduction Act Notice. We Responsibilities of Entity An entity subject to tax and an electronic ask for the information on this form to return originator (ERO) use Form Subject to Tax carry out the Internal Revenue laws of 8879-TE when the entity subject to tax The entity subject to tax has the the United States. You are required to wants to use a personal identification following responsibilities. give us the information. We need it to number (PIN) to electronically sign an ensure that you are complying with these electronic return and, if applicable, • Verify the accuracy of the entity’s laws and to allow us to figure and collect authorize an electronic funds withdrawal. prepared return. the right amount of tax. In the case of Form 990-PF, Form 990-T, • Verify the type of return being filed in You are not required to provide the Form 1120-POL, Form 4720, Form 5330, Part I. information requested on a form that is and Form 8868 with payment, Form • In the beginning of Part II, check the subject to the Paperwork Reduction Act 8879-TE is used to authorize an appropriate box for an entity subject to unless the form displays a valid OMB electronic funds withdrawal. An entity tax (and enter the name of the entity and control number. Books or records subject to tax who doesn’t use Form employer identification number (EIN)). relating to a form or its instructions must 8879-TE must use Form 8453-TE, Tax be retained as long as their contents Exempt Entity Declaration and Signature • Check the appropriate box in Part II to may become material in the for Electronic Filing. For more either authorize the ERO to enter the PIN administration of any Internal Revenue information, see the instructions for or to choose to enter it in person. law. Generally, tax returns and return Form 8453-TE. • Indicate or verify his or her information are confidential, as required The ERO must retain Form 8879-TE. self-selected PIN when authorizing the by section 6103. However, certain Do not send this form to the IRS. ERO to enter it (the PIN must be five returns and return information of tax numbers other than all zeros). exempt organizations and trusts are ERO Responsibilities • Sign and date Form 8879-TE. subject to public disclosure and inspection, as provided by section 6104. The ERO will: • Return the completed Form 8879-TE to • If using Form 8879-TE to authenticate the ERO. The acceptable delivery The time needed to complete and file the electronic Form 8038-CP (after it methods include hand delivery, U.S. this form will vary depending on becomes available), enter the interest mail, private delivery service, email, individual circumstances. The estimated payment date from Form 8038-CP, Part Internet website, and fax. burden for tax exempt organizations filing this form is approved under OMB III, line 18, in the period ending date at control number 1545-0047 and is the top of the form; included in the estimates shown in the instructions for their information return. |