Step by step process to set up and qualify mix consolidated groups for e-filing :
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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
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1
Frequently Asked Questions
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 )
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Frequently Asked Questions
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Screen 3 (Correct input )
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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
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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
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Frequently Asked Questions
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Screen 6
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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.
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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.
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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.
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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)
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Frequently Asked Questions
Screen 8
All companies have a 'Q' and are ready to export)
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