Form 8879-TE IRS E-file Signature Authorization OMB No. 1545-0047 for a Tax Exempt Entity For calendar year 2023, or fiscal year beginning , 2023, and ending , 20 Department of the Treasury Do not send to the IRS. Keep for your records. 2023 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-CP check 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 2023 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 2023 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 2023 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 2023 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 (2023) |
Form 8879-TE (2023) Page 2 General Instructions • Under Name and title of officer or • Sign and date Form 8879-TE. person subject to tax, if the filer is a tax- • Return the completed Form 8879-TE to The Taxpayer First Act, P.L. 116-25, exempt or government entity, enter the the ERO. The acceptable delivery increased the number and types of tax- name of the officer of the entity. If the methods include hand delivery, U.S. exempt and government entities required filer is a person subject to tax that is an mail, private delivery service, email, to file information and tax returns entity, enter the name of the officer of Internet website, and fax. electronically. The forms listed in Part I the person subject to tax. If the filer is a of Form 8453-TE and Form 8879-TE are person subject to tax who is an Important Notes for EROs currently available for electronic filing. individual, do not make an entry. For Please see the instructions for each purposes of this form an officer includes • Do not send Form 8879-TE to the IRS specific form for more information about any person authorized to sign the unless requested to do so. Retain the electronic filing of that form. electronic return for the entity in completed Form 8879-TE for 3 years accordance with the instructions of such from the return due date or the date the Future Developments return, such as the trustee of a trust; IRS received the return, whichever is later. Form 8879-TE can be retained For the latest information about • Complete Part I by checking the box electronically in accordance with the developments related to Form 8879-TE for the type of return being filed and recordkeeping guidelines in Rev. Proc. and its instructions, such as legislation using the amount, if any, from the 2023 97-22, which is on page 9 of Internal enacted after they were published, go to return; Revenue Bulletin 1997-13 at www.irs.gov/Form8879TE. • Enter on the authorization line in Part II www.irs.gov/pub/irs-irbs/irb97-13.pdf. Purpose of Form the ERO firm name (not the name of the • Enter the PIN on the input screen only individual preparing the return) if the if you’re authorized to do so. A tax-exempt or government entity, a ERO is authorized to enter the officer’s person subject to tax with respect to the PIN; • Give a copy of the signed Form entity (such as a person filing Form 4720 8879-TE upon request to the entity or or Form 5330 who is a contributor to or • Give Form 8879-TE for completion and person subject to tax. manager of the entity, and an electronic review to the entity or person subject to return originator (ERO) use Form tax. The acceptable delivery methods • Give a corrected copy of the Form 8879-TE when an officer of the entity or include hand delivery, U.S. mail, private 8879-TE to the entity or person subject the person subject to tax (or an officer of delivery service, email, Internet website, to tax if changes are made to the return the person subject to tax) wants to use a and fax; and (for example, based on the review of the officer or person subject to tax). personal identification number (PIN) to • Complete Part III by entering the ERO’s electronically sign an electronic return EFIN/PIN and include a signature and • See Pub. 4163, Modernized e-File and, if applicable, authorize an electronic date. (MeF) Information for Authorized IRS e-file Providers for Business Returns. funds withdrawal. In the case of Form Form 8879-TE must be 990-PF, Form 990-T, Form 1120-POL, completed and signed before Paperwork Reduction Act Notice. We with payment, Form 8879-TE is used to ▲! Form 4720, Form 5330, and Form 8868 submission of the electronic ask for the information on this form to CAUTION return. authorize an electronic funds withdrawal. carry out the Internal Revenue laws of the United States. You are required to An entity or person subject to tax who Responsibilities of Officer or give us the information. We need it to doesn’t use Form 8879-TE must use Form 8453-TE, Tax Exempt Entity Person Subject to Tax ensure that you are complying with these Declaration and Signature for Electronic The officer of the entity or the person laws and to allow us to figure and collect Filing. For more information, see the subject to tax (or officer of the person the right amount of tax. instructions for Form 8453-TE. subject to tax) has the following You are not required to provide the The ERO must retain Form 8879-TE. responsibilities. information requested on a form that is Do not send this form to the IRS. • Verify the accuracy of the prepared subject to the Paperwork Reduction Act return being filed. unless the form displays a valid OMB ERO Responsibilities control number. Books or records • Verify the type of return being filed in relating to a form or its instructions must The ERO will: Part I. be retained as long as their contents • If using Form 8879-TE to authenticate • In the beginning of Part II, check the may become material in the the electronic Form 8038-CP, enter the appropriate box for (a) an officer of the administration of any Internal Revenue interest payment date from Form entity or (b) the person subject to tax (or law. Generally, tax returns and return 8038-CP, Part III, line 18, in the period officer of the person subject to tax). If (b) information are confidential, as required ending date at the top of the form; applies, enter the name of the tax- by section 6103. However, certain • Under Name of filer, enter the name of exempt entity and its EIN. returns and return information of tax exempt organizations and trusts are the tax-exempt or government entity or • Check the appropriate box in Part II to subject to public disclosure and the person subject to tax who is filing the either authorize the ERO to enter the PIN inspection, as provided by section 6104. return as indicated in Part I; or to choose to enter it in person. The time needed to complete and file • Under EIN or SSN, enter the employer • Indicate or verify the self-selected PIN this form will vary depending on identification number (EIN) of the entity when authorizing the ERO to enter it (the individual circumstances. The estimated or person subject to tax (if an entity) or PIN must be five numbers other than all burden for tax exempt organizations the SSN of the person subject to tax (if zeros). filing this form is approved under OMB an individual); control number 1545-0047 and is included in the estimates shown in the instructions for their information return. |