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Common questions about electronic filing of extensions in ProConnect

by Intuit Updated 3 months ago

Below are solutions to frequently asked questions about e-filing federal and state extensions for individual and business returns in ProConnect.

Refer to this article for instructions on generating and sending the extension in the program.

If you receive an error message along the lines of "You currently don't have permissions to [action]. Contact your firm's Admin for authorization," either when trying to create new returns or when e-file roles have changed for tax year 2023, see here for how your firm Admin can resolve it.

Electronically filing federal extensions for an individual or business return

No tax return forms are transmitted when filing an extension electronically. Only the extension form is transmitted.

Yes, the Federal extension can be sent with our without a payment. The balance due can be paid by check, credit card (via the IRS website), or direct debit. See the IRS Instructions for Form 4868 for more details.

Refer to this article for instructions on setting up payment of balance due via direct debit.

  • Individual - Form 8878 - IRS e-file Signature Authorization for Application for Extension of time to file.
  • Corporate, S-Corporate and Fiduciary - Form 8878-A - IRS Electronic Withdrawal Authorization for Form 7004.  

These forms are similar to Form 8879 and are required only when filing an electronic extension and paying the balance due electronically. These forms aren't mailed to the IRS and are kept by the ERO for 3 years.

No forms should be mailed to the IRS when e-filing the extension.

There's no confirmation number associated with an e-filed extension. The Accepted acknowledgement from the IRS is confirmation of the extension of time to file.

No, the return can be filed on paper or electronically after the e-file extension has been Accepted. To file a paper return after e-filing the extension, remove the checkbox(es) on the Profile tab under the Electronic Returns section. This only applies if the client isn't mandated to e-file.

No, after the extension deadline has passed, the Intuit e-file center won't accept extension returns with or without payments. Any payments made outside the return filing will need to be made using the method of payment options available on the IRS website.

Electronically filing state extensions for an individual return

Yes, state extensions can be sent along with the federal extension if the state requires one.

Yes, payments will need to be mailed unless ProConnect supports electronic payment with the state extension. See individual state instructions for more details.

Before you start

  • If the state requires an extension to be filed, make sure the extension is marked to be e-filed under Extensions.
  • If you're making a payment electronically, make sure the payment is marked to be paid with the extension under Miscellaneous Info./Direct Deposit.

E-file the extension.

Acknowledgments will show up with either an accepted or rejected status, much like they would for an e-filed return.

Refer to this article for more information on filing state extensions in the program.

Form 4868 must be e-filed by the due date of the tax return unless you meet the requirements of a U.S. Citizen and Resident Alien living abroad as defined by the IRS. Refer to U.S. Citizens and Resident Aliens Abroad - Automatic 2 Month Extension of Time to File for more information.

You e-file Form 4868 during the automatic 2-month period as long as there's a foreign address listed under Client Information.

ProConnect Tax

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