IRS Form 8879-E0 "IRS E-File Signature Authorization for an Exempt Organization"

What Is IRS Form 8879-E0?

This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury. As of today, no separate filing guidelines for the form are provided by the IRS.

Form Details:

  • A 2-page form available for download in PDF;
  • This form cannot be used to file taxes for the current year. Choose a more recent version to file for the current tax year;
  • Additional instructions and information can be found on page 2 of the document;
  • Editable, printable, and free;
  • Fill out the form in our online filing application.

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8879-EO
IRS e-file Signature Authorization
OMB No. 1545-0047
Form
for an Exempt Organization
For calendar year 2020, or fiscal year beginning
, 2020, and ending
, 20
2020
Do not send to the IRS. Keep for your records.
Department of the Treasury
Go to www.irs.gov/Form8879EO for the latest information.
Internal Revenue Service
Taxpayer identification number
Name of exempt organization or person subject to tax
Name and title of officer or person subject to tax
Part I
Type of Return and Return Information (Whole Dollars Only)
Check the box for the return for which you are using this Form 8879-EO and enter the applicable amount, if any, from the return. If you
check the box on line 1a, 2a, 3a, 4a, 5a, 6a, or 7a 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, or 7b, 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 VI, 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
.
.
.
.
.
.
.
.
.
.
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 organization or
I am a person subject to tax with respect to
(name of organization)
, (EIN)
and that I have examined a copy
of the 2020 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 2020 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 organization, I will enter my PIN as my signature on the tax year 2020
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 2020 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
8879-EO
For Paperwork Reduction Act Notice, see back of form.
Form
(2020)
Cat. No. 37189W
8879-EO
IRS e-file Signature Authorization
OMB No. 1545-0047
Form
for an Exempt Organization
For calendar year 2020, or fiscal year beginning
, 2020, and ending
, 20
2020
Do not send to the IRS. Keep for your records.
Department of the Treasury
Go to www.irs.gov/Form8879EO for the latest information.
Internal Revenue Service
Taxpayer identification number
Name of exempt organization or person subject to tax
Name and title of officer or person subject to tax
Part I
Type of Return and Return Information (Whole Dollars Only)
Check the box for the return for which you are using this Form 8879-EO and enter the applicable amount, if any, from the return. If you
check the box on line 1a, 2a, 3a, 4a, 5a, 6a, or 7a 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, or 7b, 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 VI, 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
.
.
.
.
.
.
.
.
.
.
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 organization or
I am a person subject to tax with respect to
(name of organization)
, (EIN)
and that I have examined a copy
of the 2020 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 2020 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 organization, I will enter my PIN as my signature on the tax year 2020
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 2020 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
8879-EO
For Paperwork Reduction Act Notice, see back of form.
Form
(2020)
Cat. No. 37189W
2
Form 8879-EO (2020)
Page
Future Developments
Privacy Act and Paperwork Reduction
Form 8879-EO must be
!
Act Notice. We ask for the information
completed and signed before
For the latest information about
on this form to carry out the Internal
submission of the electronic
developments related to Form 8879-EO
CAUTION
Revenue laws of the United States. You
return.
and its instructions, such as legislation
are required to give us the information.
Responsibilities of Officer or
enacted after they were published, go to
We need it to ensure that you are
www.irs.gov/Form8879EO.
Person Subject to Tax
complying with these laws and to allow
us to figure and collect the right amount
Purpose of Form
The officer or person subject to tax has
of tax.
the following responsibilities.
An organization officer or person subject
You are not required to provide the
to tax and an electronic return originator
• Verify the accuracy of the
information requested on a form that is
(ERO) use Form 8879-EO when the
organization’s prepared return.
subject to the Paperwork Reduction Act
organization officer or person subject to
unless the form displays a valid OMB
• Verify the type of return being filed in
tax wants to use a personal identification
control number. Books or records
Part I.
number (PIN) to electronically sign an
relating to a form or its instructions must
• In the beginning of Part II, check the
electronic return and, if applicable,
be retained as long as their contents
appropriate box for an officer or person
authorize an electronic funds withdrawal.
may become material in the
subject to tax (and enter the name of the
In the case of Form 990-PF, Form 990-T,
administration of any Internal Revenue
organization and employer identification
Form 1120-POL, Form 4720, and Form
law. Generally, tax returns and return
number (EIN)).
8868 with payment, Form 8879-EO is
information are confidential, as required
used to authorize an electronic funds
• Check the appropriate box in Part II to
by section 6103. However, certain
withdrawal. An organization officer or
either authorize the ERO to enter the PIN
returns and return information of tax
person subject to tax who doesn’t use
or to choose to enter it in person.
exempt organizations and trusts are
Form 8879-EO must use Form 8453-EO,
subject to public disclosure and
• Indicate or verify his or her
Exempt Organization Declaration and
inspection, as provided by section 6104.
self-selected PIN when authorizing the
Signature for Electronic Filing. For more
ERO to enter it (the PIN must be five
The time needed to complete and file
information, see the instructions for
numbers other than all zeros).
this form will vary depending on
Form 8453-EO.
individual circumstances. The estimated
• Sign and date Form 8879-EO.
The ERO must retain Form 8879-EO.
burden for tax exempt organizations
Do not send this form to the IRS.
• Return the completed Form 8879-EO
filing this form is approved under OMB
to the ERO. The acceptable delivery
control number 1545-0047 and is
ERO Responsibilities
methods include hand delivery, U.S.
included in the estimates shown in the
mail, private delivery service, email,
instructions for their information return.
The ERO will:
Internet website, and fax.
• Enter the name and taxpayer
Important Notes for EROs
identification number at the top of the
form;
• Do not send Form 8879-EO to the IRS
• Complete Part I by checking the box
unless requested to do so. Retain the
for the type of return being filed and
completed Form 8879-EO for 3 years
using the amount, if any, from the 2020
from the return due date or the date the
return;
IRS received the return, whichever is
later. Form 8879-EO can be retained
• Enter on the authorization line in Part II
electronically in accordance with the
the ERO firm name (not the name of the
recordkeeping guidelines in Rev. Proc.
individual preparing the return) if the
97-22, which is on page 9 of Internal
ERO is authorized to enter the officer’s
Revenue Bulletin 1997-13 at
PIN;
www.irs.gov/pub/irs-irbs/irb97-13.pdf.
• Give Form 8879-EO for completion and
• Enter the PIN on the input screen only
review to the officer or person subject to
if you’re authorized to do so.
tax. The acceptable delivery methods
include hand delivery, U.S. mail, private
• Give a copy of the signed Form 8879-
delivery service, email, Internet website,
EO upon request to the officer or person
and fax; and
subject to tax.
• Complete Part III by entering the ERO’s
• Give a corrected copy of the Form
EFIN/PIN and include a signature and
8879-EO if changes are made to the
date.
return (for example, based on the
officer’s review) to the officer or person
subject to tax.
• See Pub. 4163, Modernized e-File
(MeF) Information for Authorized IRS
e-file Providers for Business Returns.
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