--- title: 990 Tracker Guide | E – File Workflow description: How to e-file returns in 990 Tracker --- [Skip to content](https://support.k1x.io/990-tracker-guide-e-file-workflow#main-content) [Submit A Support Ticket](https://support.k1x.io/kb-tickets/new?hsLang=en-us) [Client portal](https://support.k1x.io/tickets?hsLang=en-us) [![Group 16](https://support.k1x.io/hs-fs/hubfs/Group%2016.png?width=75&height=75&name=Group%2016.png)](https://support.k1x.io/?hsLang=en-us) - [Knowledge Base](https://support.k1x.io/) Open main navigation Close main navigation - [Knowledge Base](https://support.k1x.io/) - [Submit A Support Ticket](https://support.k1x.io/kb-tickets/new) - [Client portal](https://support.k1x.io/tickets) How can we help? - There are no suggestions because the search field is empty. 1. [K1x Knowledge Base](https://support.k1x.io/?hsLang=en-us) 2. [990 Tracker](https://support.k1x.io/990-tracker?hsLang=en-us) 3. [Electronic Filing](https://support.k1x.io/990-tracker?hsLang=en-us#electronic-filing) August 12, 2026 # 990 Tracker Guide | E – File Workflow ## E-FILE SUBMISSION FEATURES ### ICON Glossary | ![](https://support.k1x.io/hs-fs/hubfs/Knowledge%20Base%20Import/14843484925719-2-1-1.png?width=41&height=47&name=14843484925719-2-1-1.png) | **XML Icon** Click this icon to download a copy of the file transmitted to the IRS. The file is in XML format. | | --- | --- | | ![](https://support.k1x.io/hs-fs/hubfs/Knowledge%20Base%20Import/14843666552599-2-1-1.png?width=47&height=47&name=14843666552599-2-1-1.png) | **PDF Icon** Click this icon to access a PDF copy of the return. The PDF is not transmitted to the IRS. | | ![](https://support.k1x.io/hs-fs/hubfs/Knowledge%20Base%20Import/14843658688407-2-1-1.png?width=47&height=47&name=14843658688407-2-1-1.png) | **Zip File Icon** Click this icon to download a zip file of the XML and attachments submitted to the IRS. | | ![](https://support.k1x.io/hs-fs/hubfs/Knowledge%20Base%20Import/14843736599959-2-1-1.png?width=47&height=47&name=14843736599959-2-1-1.png) | **Acknowledgments Icon\*** Click this icon to download the IRS acceptance or rejection transmissions. | ### E-FILING FEDERAL AND STATE **EXTENSIONS** Select the Form 8868 option from the left-hand navigation under the **Tax Forms** list. ![](https://support.k1x.io/hubfs/Knowledge%20Base%20Import/14852937301527-2-1-1.png) Check the checkbox for the type of extension(s) you need in the Form 8868 view. ![](https://support.k1x.io/hubfs/Knowledge%20Base%20Import/14853225431191-2-1-1.jpg) On the **left navigation** panel, click on **Tax Forms \> Review & File Forms** \> **File Forms** ![](https://support.k1x.io/hubfs/Knowledge%20Base%20Import/14973386974615-2-1-1.png) Before the extension can be electronically filed, you must **lock the return.** ![](https://support.k1x.io/hubfs/Knowledge%20Base%20Import/15026651277463-2-1-1.jpg) | **Choose Forms Tab**  **Lock** the extension file(s) that you are filing and **☑** the **e-file checkbox and click to Step 2 (or "Save and Next")** | | --- | | **E-File Attachments Tab** Attach any necessary attachments. (File must be PDF and 60MB or less) **click to Step 4 (or "Save and Next")** | | **E-file Validation Tab** Before the extension(s) can be transmitted to the IRS/State DOR, they must pass validation. Validation ensures that the extensions contain all the required elements for acceptance. - Click the **Run Validation button** to complete this process. **click to Step 4 (or "Save and Next")** | | **Submission & Status Tab** Click the **Submit Form 8868 button** to submit the extension to the IRS. ![submit\_8868\_button.png](https://k1xio.zendesk.com/hc/article_attachments/15026034407575) |   After submitting the extension, the status will show 'œSubmission Pending'€ on the Choose Forms tab. You will receive an e-mail from the system notifying you that your extension has been transmitted. Upon acceptance, the status will update to 'œAccepted' and you will receive an e-mail confirmation of acceptance. If the extension is rejected, you will receive an e-mail notification with the rejection reason. Click on the IRS acknowledgments icon to view reason(s) for the rejection, correct the errors, and resubmit. ### E-FILING FEDERAL & STATE **TAX FORMS** To e-file a form, navigate to the File Forms link located under the **Review & File Forms** menu in the left-hand navigation panel. Once the appropriate return is prepared, select the File Forms link and navigate to the Forms tab. ![](https://support.k1x.io/hubfs/Knowledge%20Base%20Import/15022953362327-2-1-1.jpg)   | **Choose Forms Tab**  **Lock** the form(s) that you are e-filing and **☑** the **e-file checkbox** **Then, click to Step 2 (or "Save and Next")** | | --- | | **E-File Attachments Tab** - **Download Form 8453** (or 8879) by clicking on the link. Users electronically filing must complete and attach Form 8453 to be transmitted to the IRS. Form 8879 is *not required* to be attached for e-file, however, it should be kept for your records. - The left column includes all state and federal signature forms for returns that you have selected to e-file - The right column is for attaching other forms that should be included with the respective state and federal forms that you are e-filing - Each attachment type can be used once except for the "Other" attachment type - If you have multiple Foreign Forms of a type, please package them into a single PDF package - **PDF is the only attachment file type supported** - Max file size per attachment is **60MB** | | **E-file Validation Tab** Before the form(s) can be transmitted to the IRS/State DOR, the form(s) must pass validation. This will ensure that the form(s) contains all the required elements for IRS/State DOR acceptance. - Click the **Run Validation button** to complete this process. **Click to Step 3 (or "Save and Next")** | | **Submission & Status Tab** Click the **Submit Form \[form\_title\]** button for each form. Federal forms will be submitted to the IRS and State forms will be submitted to the proper State Department of Revenue. |   ### Detailed View of Each Screen Lock Forms and Check Efile ![](https://support.k1x.io/hubfs/Knowledge%20Base%20Import/15023257520791-2-1-1.jpg) Some states require an additional acknowledgment, click the green icon to open the acknowledgment ![](https://support.k1x.io/hubfs/Knowledge%20Base%20Import/15023307243031-2-1-1.jpg) Agree and click save on all state-required acknowledgments ![](https://support.k1x.io/hubfs/Knowledge%20Base%20Import/15023304647447-2-1-1.jpg) Attach form 8453 and any additional files necessary. 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