How to prepare and file extensions in ProConnect Tax

This article will help you view, print, and e-file extensions, as well as transmitting extensions for filers abroad.

How do I e-file an extension?

1. Open a return.
2. Select the Profile tab.
3. Select the e-file box for both the respective Return and Extension boxes (federal and state, if applicable).
   • If no extension checkbox is available, that agency isn't supported for e-filed extensions at this time.
4. Go to the File Return tab.
5. Select E-file Extension from the left menu.
6. Clear any extension critical diagnostics.
7. Select e-file Now.

For information on adding Electronic Funds Withdrawal for the extension see this article.

Using batch extensions

Batch Actions is a feature in ProConnect Tax that can be used to file up to ten returns for extensions at one time.

You can access the Batch Actions drop-down in the top-right corner of the screen and under the Filing section of the drop-down menu, you'll see options including Batch Extension Filing, and Batch Extension History.

For more information and steps, check out this article.

To e-file after 4/15 for filers abroad:

Scenario 1 - Filing by 6/15, no additional extension required

1. Go to Input Return ⮕ Payments, Penalties & Extensions ⮕ Extensions (4868, 2350).
2. Scroll down to the Extension Pursuant to Regulation 1.6081-5(a) section.
3. Make an entry to indicate your client's tax home was outside the U.S. on 4/15.

Scenario 2 - If also applying for the 4-month extension

Certain taxpayers who are out of the country on the tax deadline have until 6/15 to request an extension using Form 4868. To e-file these extensions after the original tax deadline, you must verify that box 8 of the form is checked, and that your client's tax home isn't listed as a U.S. address.

1. Go to Input Return ⮕ Payments, Penalties & Extensions ⮕ Extensions (4868, 2350).
2. Enter a 1 in 1=automatic extension, 2=blank (MANDATORY).
3. Scroll down to the Extension Pursuant to Regulation 1.6081-5(a) section.
4. Make an entry to indicate your client's tax home was outside the U.S. on 4/15.
5. On the left-side menu, select General and click on the Client Information screen.
6. Verify that your client's complete foreign address is entered here. The program won't allow you to transmit an extension after 4/15 for a client with a domestic address.

To generate and print Form 4868 for an individual:

1. Go to Input Return ⮕ Payments, Penalties & Extensions ⮕ Extensions (4868, 2350).
2. Enter a 1 in 1=automatic extension, 2=blank (MANDATORY).
3. Go to the Check Return tab and verify the information printing on Form 4868.

We strongly recommend saving a copy of the 4868 when the extension is filed to preserve any amount due or amounts paid with the extension.

How to generate a business extension to print or paper file

To generate an extension in a 1065 return (Partnership):

1. Go to Input Return ⮕ General.
2. Select Automatic Extension (7004).
3. Enter a 1 in the field, Print extension: 1=1065, 2=8804, 3=both.

To generate an extension in an 1120 return (Corporation):

1. Go to Input Return ⮕ Payments, Penalties & Extensions
2. Select Extension (7004).
3. Make an entry in the field, 1=automatic extension, 2=blank (MANDATORY)

To generate an extension in an 1120S return (S Corporation):

1. Go to Input Return ⮕ Payments, Penalties & Extensions
2. Select Extension of Time to File (7004).
3. Make an entry in the field, 1=automatic extension, 2=blank (MANDATORY).

To generate an extension in a 990 return (Exempt organization):

1. Go to Input Return ⮕ Payments, Penalties & Extensions
2. Select Extension.
3. Make an entry in the field, 1=automatic extension, 2=blank (MANDATORY).

To generate an extension in a 1041 return (Fiduciary, Estate and trust):

1. Go to Input Return > Payments, Penalties & Extensions.
2. Select Extension (7004/8868).
3. Check the box for Form 1041, Form 1041-A and Form 5227: Print applicable extension request (7004 or 8868).
4. If filing Form 7004, complete the Form 1041 and Grantor Form 1041: Automatic Extension of Time to File (7004) section.

To access the extension for a state attached to a business return:

• Once you have added the state in the Profile section, state extension data will appear under the same extension section as the 7004 and can be edited here.