Enlarge image | Form 8879-TE IRS e-file Signature Authorization OMB No. 1545-0047 for a Tax Exempt Entity For calendar year 2022, or fiscal year beginning , 2022, and ending , 20 Department of the Treasury Do not send to the IRS. Keep for your records. 2022 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 2022 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 2022 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 2022 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 2022 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 (2022) |
Enlarge image | Form 8879-TE (2022) Page 2 General Instructions • Give Form 8879-TE for completion and • Give a corrected copy of the Form review to the entity subject to tax. The 8879-TE if changes are made to the The Taxpayer First Act, P.L. 116-25, acceptable delivery methods include return (for example, based on the entity’s increased the number and types of tax- hand delivery, U.S. mail, private delivery review) to the entity subject to tax. exempt and government entities required service, email, Internet website, and fax; • See Pub. 4163, Modernized e-File to file information and tax returns and (MeF) Information for Authorized IRS electronically. The forms listed in Part I • Complete Part III by entering the ERO’s e-file Providers for Business Returns. of Form 8453-TE and Form 8879-TE are EFIN/PIN and include a signature and currently available for electronic filing. date. Paperwork Reduction Act Notice. We Please see the instructions for each ask for the information on this form to specific form for more information about Form 8879-TE must be electronic filing of that form. completed and signed before carry out the Internal Revenue laws of ▲! submission of the electronic the United States. You are required to Future Developments CAUTION return. give us the information. We need it to ensure that you are complying with these For the latest information about Responsibilities of Entity laws and to allow us to figure and collect developments related to Form 8879-TE the right amount of tax. and its instructions, such as legislation Subject to Tax You are not required to provide the enacted after they were published, go to The entity subject to tax has the information requested on a form that is www.irs.gov/Form8879TE. following responsibilities. subject to the Paperwork Reduction Act Purpose of Form • Verify the accuracy of the entity’s unless the form displays a valid OMB prepared return. control number. Books or records An entity subject to tax and an electronic relating to a form or its instructions must return originator (ERO) use Form • Verify the type of return being filed in be retained as long as their contents 8879-TE when the entity subject to tax Part I. may become material in the wants to use a personal identification • In the beginning of Part II, check the administration of any Internal Revenue number (PIN) to electronically sign an appropriate box for an entity subject to law. Generally, tax returns and return electronic return and, if applicable, tax (and enter the name of the entity and information are confidential, as required authorize an electronic funds withdrawal. employer identification number (EIN)). by section 6103. However, certain In the case of Form 990-PF, Form 990-T, returns and return information of tax Form 1120-POL, Form 4720, Form 5330, • Check the appropriate box in Part II to and Form 8868 with payment, Form either authorize the ERO to enter the PIN exempt organizations and trusts are 8879-TE is used to authorize an or to choose to enter it in person. subject to public disclosure and inspection, as provided by section 6104. electronic funds withdrawal. An entity • Indicate or verify his or her subject to tax who doesn’t use Form self-selected PIN when authorizing the The time needed to complete and file 8879-TE must use Form 8453-TE, Tax ERO to enter it (the PIN must be five this form will vary depending on Exempt Entity Declaration and Signature numbers other than all zeros). individual circumstances. The estimated burden for tax exempt organizations for Electronic Filing. For more • Sign and date Form 8879-TE. filing this form is approved under OMB information, see the instructions for Form 8453-TE. • Return the completed Form 8879-TE to control number 1545-0047 and is the ERO. The acceptable delivery included in the estimates shown in the The ERO must retain Form 8879-TE. methods include hand delivery, U.S. instructions for their information return. Do not send this form to the IRS. mail, private delivery service, email, Internet website, and fax. ERO Responsibilities The ERO will: Important Notes for EROs • If using Form 8879-TE to authenticate • Do not send Form 8879-TE to the IRS the electronic Form 8038-CP (after it unless requested to do so. Retain the becomes available), enter the interest completed Form 8879-TE for 3 years payment date from Form 8038-CP, Part from the return due date or the date the III, line 18, in the period ending date at IRS received the return, whichever is the top of the form; later. Form 8879-TE can be retained • Enter the name and employer electronically in accordance with the identification number or social security recordkeeping guidelines in Rev. Proc. number at the top of the form; 97-22, which is on page 9 of Internal Revenue Bulletin 1997-13 at • Complete Part I by checking the box www.irs.gov/pub/irs-irbs/irb97-13.pdf. for the type of return being filed and using the amount, if any, from the 2022 • Enter the PIN on the input screen only return; if you’re authorized to do so. • Enter on the authorization line in Part II • Give a copy of the signed Form the ERO firm name (not the name of the 8879-TE upon request to the entity individual preparing the return) if the subject to tax. ERO is authorized to enter the officer’s PIN; |