OTC Form EF 2018 Oklahoma Income Tax Declaration for Electronic Filing (For Form 512, 512-s, 513, 513nr or 514) - Oklahoma

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Oklahoma Income Tax Declaration
2018
for Electronic Filing
(for Form 512, 512-S, 513, 513NR or 514)
EF
Do not send to the Oklahoma Tax Commission. Keep Form EF for your records.
For calendar year 2018 or tax year beginning
, 2018 and ending
, 20
.
Name of Entity
Federal Employer Identification Number
Tax Return Information (whole dollars only)
Complete lines A and B. Enter the applicable amounts from the return, if any.
1
00
Form 512:
A. Oklahoma taxable income (Form 512, line 1) .......................................................
00
B. Refund or balance due (Form 512, line 31 or 26) .................................................
00
Form 512-S: A. Nonresident share of taxable income (Form 512-S, line 1) ..................................
00
B. Refund or balance due (Form 512-S, line 31 or 26) .............................................
00
Form 513:
A. Taxable income of fiduciary (Form 513, line 24) ...................................................
00
B. Refund or balance due (Form 513, line 37 or 41) .................................................
00
Form 513NR: A. Taxable income of fiduciary (Form 513NR, line 26) ..............................................
00
B. Refund or balance due (Form 513NR, line 41 or 45) ............................................
00
Form 514:
A. Nonresident share of income (Form 514, line 1) ..................................................
00
B. Refund or balance due (Form 514, line 14 or 18) .................................................
Declaration of Officer, Partner, Member or Fiduciary
2
2a
I consent the refund be directly deposited as designated in the electronic portion of the Oklahoma income tax return.
2b
I authorize the Oklahoma State Treasury and its designated Financial Agent to initiate an ACH electronic funds withdrawal (direct debit) entry to
the financial institution account indicated in the tax preparation software for payment of the Oklahoma taxes owed on this return and/or a pay-
ment of estimated tax. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confiden-
tial information necessary to answer inquiries and resolve issues related to the payment.
If a balance due return is being filed, I understand that if the Oklahoma Tax Commission (OTC) does not receive full and timely payment of the tax liability, the
entity will remain liable for the tax liability and all applicable interest and penalties.
Under penalties of perjury, I declare I have compared the information contained on the return, with information I have provided to my Electronic Return Origi-
nator (ERO), and the amounts described in Part One above, agree with the amounts shown on the corresponding lines of the Oklahoma income tax return.
To the best of my knowledge and belief, the return is true, correct, and complete. I consent the return, including this declaration and accompanying schedules
and statements, be sent to the OTC by my ERO.
In addition, by using a computer system and software to prepare and transmit my return electronically, I consent to the disclosure to the Oklahoma Tax Com-
mission of all information pertaining to my use of the system and software and to the transmission of my tax return electronically.
Sign
Here:
Signature of Officer, Partner, Member or Fiduciary
Date
Title
Declaration of Electronic Return Originator (ERO) and Paid Preparer
3
I declare I have reviewed the above taxpayer’s return and the entries on Form EF are complete and correct to the best of my knowledge. (EROs who are col-
lectors are not responsible for reviewing the taxpayer’s return; however, they must ensure Form EF accurately reflects the data on the return.) I have obtained
the taxpayer’s signature on Form EF and have provided the taxpayer with a copy of all forms and information to be filed with the OTC, and have followed
all other requirements described in the Federal Publication for Modernized e-File. If I am also a Paid Preparer, under penalties of perjury I declare I have
examined the above taxpayer’s return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct and
complete. This Paid Preparer declaration is based on all information of which I have any knowledge.
Sign
Here:
ERO Signature
Date
PTIN
Phone Number with Area Code
Sign
Here:
Paid Preparer Signature
Date
PTIN
Phone Number with Area Code
Firm Name (or yours if self-employed):
and Address, City, and Zip Code:
ERO Must Retain Form EF - Unless Requested Do Not Submit This Form to the Oklahoma Tax Commission.
Oklahoma Income Tax Declaration
2018
for Electronic Filing
(for Form 512, 512-S, 513, 513NR or 514)
EF
Do not send to the Oklahoma Tax Commission. Keep Form EF for your records.
For calendar year 2018 or tax year beginning
, 2018 and ending
, 20
.
Name of Entity
Federal Employer Identification Number
Tax Return Information (whole dollars only)
Complete lines A and B. Enter the applicable amounts from the return, if any.
1
00
Form 512:
A. Oklahoma taxable income (Form 512, line 1) .......................................................
00
B. Refund or balance due (Form 512, line 31 or 26) .................................................
00
Form 512-S: A. Nonresident share of taxable income (Form 512-S, line 1) ..................................
00
B. Refund or balance due (Form 512-S, line 31 or 26) .............................................
00
Form 513:
A. Taxable income of fiduciary (Form 513, line 24) ...................................................
00
B. Refund or balance due (Form 513, line 37 or 41) .................................................
00
Form 513NR: A. Taxable income of fiduciary (Form 513NR, line 26) ..............................................
00
B. Refund or balance due (Form 513NR, line 41 or 45) ............................................
00
Form 514:
A. Nonresident share of income (Form 514, line 1) ..................................................
00
B. Refund or balance due (Form 514, line 14 or 18) .................................................
Declaration of Officer, Partner, Member or Fiduciary
2
2a
I consent the refund be directly deposited as designated in the electronic portion of the Oklahoma income tax return.
2b
I authorize the Oklahoma State Treasury and its designated Financial Agent to initiate an ACH electronic funds withdrawal (direct debit) entry to
the financial institution account indicated in the tax preparation software for payment of the Oklahoma taxes owed on this return and/or a pay-
ment of estimated tax. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confiden-
tial information necessary to answer inquiries and resolve issues related to the payment.
If a balance due return is being filed, I understand that if the Oklahoma Tax Commission (OTC) does not receive full and timely payment of the tax liability, the
entity will remain liable for the tax liability and all applicable interest and penalties.
Under penalties of perjury, I declare I have compared the information contained on the return, with information I have provided to my Electronic Return Origi-
nator (ERO), and the amounts described in Part One above, agree with the amounts shown on the corresponding lines of the Oklahoma income tax return.
To the best of my knowledge and belief, the return is true, correct, and complete. I consent the return, including this declaration and accompanying schedules
and statements, be sent to the OTC by my ERO.
In addition, by using a computer system and software to prepare and transmit my return electronically, I consent to the disclosure to the Oklahoma Tax Com-
mission of all information pertaining to my use of the system and software and to the transmission of my tax return electronically.
Sign
Here:
Signature of Officer, Partner, Member or Fiduciary
Date
Title
Declaration of Electronic Return Originator (ERO) and Paid Preparer
3
I declare I have reviewed the above taxpayer’s return and the entries on Form EF are complete and correct to the best of my knowledge. (EROs who are col-
lectors are not responsible for reviewing the taxpayer’s return; however, they must ensure Form EF accurately reflects the data on the return.) I have obtained
the taxpayer’s signature on Form EF and have provided the taxpayer with a copy of all forms and information to be filed with the OTC, and have followed
all other requirements described in the Federal Publication for Modernized e-File. If I am also a Paid Preparer, under penalties of perjury I declare I have
examined the above taxpayer’s return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct and
complete. This Paid Preparer declaration is based on all information of which I have any knowledge.
Sign
Here:
ERO Signature
Date
PTIN
Phone Number with Area Code
Sign
Here:
Paid Preparer Signature
Date
PTIN
Phone Number with Area Code
Firm Name (or yours if self-employed):
and Address, City, and Zip Code:
ERO Must Retain Form EF - Unless Requested Do Not Submit This Form to the Oklahoma Tax Commission.

Download OTC Form EF 2018 Oklahoma Income Tax Declaration for Electronic Filing (For Form 512, 512-s, 513, 513nr or 514) - Oklahoma

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