Step by Step Process to Set up and Qualify Mix Consolidated Groups for E-Filing

Step by step process to set up and qualify mix consolidated groups for e-filing :

Note: Prosystem supported e-filing of mix group returns for 2007 and 2008 filing. There are slight differences in set up for those years, a screen shot below will elaborate those, the differences were in 2007, three separate subgroups were needed to set up a mix group , namely 1120 subgroup ; 1120L subgroup and 1120PC subgroup, thus interview form CC 1in 2007 would let you enter 4 lines or three client IDs, first line for the consolidating unit with no ID and a subsequent line to enter client ID of each unit noted above, however in 2008, one sub group should be setup to represent 1120 and 1120PC together , thus the only other subgroup entered on CC-1 in the top company would be 1120-L subgroup.

It is assumed that a consolidated tier structure is already set up to begin this e-filing process.

Screen 1

1 On interview form CC1 in the consolidating unit the first line should be reserved for the consolidating unit name , company no. in box 30 to be 1 and no EIN in box 33

Screen 2 (Incorrect input )

Screen 3 (Correct input )

2 Select the appropriate mixed group code in box 42 and 49, double click or press F4 to see possible choices, the codes in the screen 3 are not the only correct choices, it depends on your tier structure, for example you can have a single company as 1120L for that sub group or you could have a group of companies represented by a consolidating unit single company as the top unit for that 1120L subgroup.

Screen 4

3 In addition to filling out box 90 and 91 as you would do for a consolidated company , also fill out form 1 box 93 in appropriate units, see help screen for where it needs to be filled out by pressing F1 key, for example in the top consolidating unit this box should be blank.

Screen 5

Screen 6

4 EF 1 interview form needs to be filled out at each level, please note the PIN will be any 5 digit no. of your choice that will act as a password when you need to discuss return with IRS and EFIN is the actual EFIN issued to you.

5 Calculate the return after initial e-filing set up and clear any disqualifying diags, the description of the diagnostic should lead you to what is needed, repeat this in every company, navigate in companies through return group tab.

46 After every return has qualifying diags, not required but recommended to calculate those together through return group , to do this under calc menu click on return group.

7 When all returns are qualified , if you look at those returns through return group tab , each company should have a symbol 'Q' meaning now those could be exported from the consolidated unit by file / export option. If the diags in every company indicate that those have qualified but you do not see the 'Q' symbol in one or more companies, close the return and reopen.

Screen 7

(Companies with calculator symbol need to be calculated)

Screen 8

All companies have a 'Q' and are ready to export)

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