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Common questions about electronic filing of extensions in ProConnect

by Intuit5 Updated 3 weeks 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.

See here for information on e-filing state extensions for an individual return.

ProConnect Tax Online