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Level 5
May 17, 2021
Question

How do I create extension?

  • May 17, 2021
  • 1 reply
  • 10 views

I'm new to ProSeries. Need help with creating extensions for Form 990-EZ and Form 1040 clients. Waiting online. 

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1 reply

Level 10
May 17, 2021

In proseries professional (For the Individual)

(This is for Federal - If you have state(s) that require a separate extension you will need to look at the state forms as well)

go to the information worksheet

PartVII Check the box for File form 4868 then go to the 4868 and complete it.

Back to Homebase EF Center - Select the Client Extension (Should be 2 lines Federal Extension and Federal Return) (More if there is a state involved)

Efile the extension selected just like you would a return.

990 Is similar.

helenyinAuthor
Level 5
May 17, 2021

Got it. Thank you very much!

Level 10
May 17, 2021

Your welcome!

Hope your not up all night doing them!