Setting up a federal extension to use Electronic Funds Withdrawal (EFW) in ProConnect Tax

Before you start:

• Extensions must have a balance due to use EFW.
• Extensions must be filed electronically to use EFW.
• Once e-filed you can't make changes to EFW information. The taxpayer would need to call the IRS e-file Payment Services at 1-888-353-4537.
• You may be able to schedule the payment to be withdrawn on a future date. The IRS guidelines indicate:
  • All individual and most business payments can be scheduled for a future date, up to the return due date. Payments that qualify for scheduling can be scheduled up to 365 days from the date the electronic return is filed.
  • After the due date, the payment date must be the same as the date the return is transmitted, or be within the previous five days of that date.
• For other payment methods see Pay Online on IRS.gov

Select your tax type to jump to the instructions you need:

Individual (1040):

ProConnect Tax automatically carries the balance due shown on Form 1040 to Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return based on the various inputs entered for the return. 

1. Go to Input Return ⮕ General ⮕ Miscellaneous Information/Direct Deposit.
2. Select the Electronic Filing tab.
3. Scroll down to the Direct Deposit of Refund / Electronic Payment section.
4. Under the Extension subsection, check the Electronic payment of tax due with extension box.
5. Complete the banking information under Financial Institution 1
6. Go to Input Return ⮕ Payments Penalties & Extensions ⮕ Extensions (4868, 2350)
7. Scroll down to the Automatic Extension section.
8. Enter a 1 in 1 = automatic extension, 2 = blank (MANDATORY).
9. Enter the Total tax liability (-1=none) [Override].
10. Enter the Total payments [Override].
11. Enter the Form 4868 payment (defaults to amount due) [Override].

According to the government instructions for Form 1040, bank account and routing numbers are displayed only for returns with refunds using direct deposit.

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Estate or Trust (1041)

1. Go to Input Return ⮕ General ⮕ Miscellaneous Information.
2. Select the Electronic Payments tab.
3. Scroll down to the Extension section.
4. Check the Electronic payment of tax due with extension box.
5. Scroll down to the Bank Information section and enter the banking information.

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Corporate (1120)

1. Go to Input Return ⮕ General ⮕ Miscellaneous Information.
2. Select the Electronic Payments tab.
3. Complete the Bank Information section for the banking information.
4. Scroll down to the Extension section.
5. Check the Electronic payment of tax due with extension box.

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S-Corporate (1120S)

1. Go to Input Return ⮕ General ⮕ Miscellaneous Information.
2. Select the Electronic Payments tab.
3. Complete the Bank Information section for the banking information.
4. Scroll down to the Extension section.
5. Check the Electronic payment of tax due with extension box.

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Exempt Organization (990-PF Only)

1. Go to Input Return ⮕ General ⮕ Electronic Filing.
2. Scroll down to the Electronic Payment section.
3. Check the Electronic payment of tax due with extension box for the needed extension type.
4. Complete the Bank Information section for the banking information.

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Partnership (1065)

When e-filing the federal 1065 return there is not a way to pay the federal taxes electronically through electronic funds withdrawal.

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