{"id":15646,"date":"2020-03-02T07:45:02","date_gmt":"2020-03-02T13:45:02","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=15646"},"modified":"2025-04-28T07:56:26","modified_gmt":"2025-04-28T12:56:26","slug":"how-to-advise-clients-regarding-extension-filing","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/how-to-advise-clients-regarding-extension-filing\/","title":{"rendered":"How to advise clients regarding extension filing"},"content":{"rendered":"<p>If you prepare corporate returns, the filing deadline is March 16, 2020, and the April 15 deadline for filing individual returns isn\u2019t far behind. This filing season is the most complex and unique, with just about every taxpayer being impacted by the\u00a0<a href=\"https:\/\/proconnect.intuit.com\/tax-reform\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_taxreform\">Tax Cuts and Jobs Act<\/a>.<\/p>\n<p>You are probably working more hours than normal trying to prepare tax returns, and in some situations, spending more time explaining the return to your client than the time it takes to prepare it. Unfortunately, this is what Congress created for those of us in the tax preparation business. Yet, with the tax deadlines quickly approaching, how will you advise your clients that you need to file an extension?<\/p>\n<p>While preparing the extension in Intuit\u00ae <a href=\"https:\/\/proconnect.intuit.com\/tax-online\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_ito\">ProConnect\u2122 Tax Online<\/a>, <a href=\"https:\/\/proconnect.intuit.com\/lacerte\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_lc\">Lacerte<\/a>\u00ae or <a href=\"https:\/\/proconnect.intuit.com\/proseries\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_ps\">ProSeries<\/a>\u00ae may not be difficult or time consuming, there is much to consider that will help streamline the extension process and spare you from insanity.<\/p>\n<ol>\n<li><b>How soon do you begin reaching out to your clients about filing an extension?<\/b> You may not begin preparing and filing extensions until a day or two before each tax deadline, but should you wait until the last minute to reach out to your clients and put them on notice that you need to file an extension? The sooner you begin to talk to them, the better off you will be. Often, clients who have been with you for a number of years assume you will file an extension even if you don\u2019t hear from them. The problem with this is that on the extension deadline day or the day after, you run the risk of being inundated with emails and phone calls with clients asking if you filed their extension. You don\u2019t hear from them the entire tax season, but somehow they suddenly remember to check in for their extension.<\/li>\n<li><b>How should you communicate with your clients when it comes to filing their extension?<\/b> With so much technology at our disposal, there are several options to communicate with clients. I can tell you this much: if you aren\u2019t willing to change and adapt to <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/onboarding-your-staff-to-proven-technologies\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_tpc-onboardstafftech\">new technologies<\/a>, you will be left behind. No matter the age of your clients, they are all resourceful and use various technologies \u2013 and you should, too. How you communicate is your choice, but consider email, phone, text and video chat. I use all these methods, and they work well. However, the choice is really up to the client; those who are outside our borders may prefer to video chat, for example. Consider setting up a VoIP phone system that provides a multitude of uses, including phone calls, text, fax and video chat.<\/li>\n<li><b>Why should you let clients know that <span style=\"text-decoration: underline;\">you<\/span> will file\u00a0their extension electronically?<\/b> One of the big questions that clients always ask is whether they can they file their own extension. The simple answer is no! Imagine letting your client file their own extension, and three months later you file their tax return. Then, they receive a letter from the IRS with late filing penalties. What a mess \u2026.<\/li>\n<li><b>Should you charge a fee to file the extension?<\/b> Whether you charge a fee to file an extension is solely at your discretion; however. I encourage you to tell them about an extension fee in advance. I\u2019m a firm believer is disclosing fees up front because it can mitigate problems with clients. Your time is worth money, and there is nothing wrong with charging to file an extension, but you should also provide the <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/embracing-tax-reform-how-to-provide-more-value-to-clients-and-attract-prospects\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_tpc-embracingtaxreform\">perceived value<\/a> to your clients.<\/li>\n<li><b>How will you handle the aftermath of extension filings?<\/b> The extension deadline is like an exhausting one-day party. You spend a lot of time preparing for the party, trying to make it perfect and please your guests, and then in the aftermath, you have to clean up. Extension filing is no different. Remember that most people are fearful of the IRS, so it\u2019s not that your clients don\u2019t trust you to file their extension; it\u2019s more about wanting comfort and peace of mind that their extension was accepted by the IRS. You should consider implementing a policy on how you will communicate with your clients after the tax deadline. Perhaps tell them that you will email or call them if, for some reason, their extension gets rejected. If they don\u2019t hear from you, it means it\u2019s been accepted. It\u2019s just like the old saying: no news is good news.<\/li>\n<\/ol>\n<p>While we are just days away from the corporate extension deadline and four weeks out from the personal extension filings, the days go by quickly. There will likely be more extensions this year than previous years, so start planning early to minimize the headaches and stress.<\/p>\n<p><b>Editor\u2019s note:<\/b> For more information about extensions, read this recent <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/this-may-be-the-tax-season-of-the-extension-what-you-should-know\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_tpc-extensionseason\">article<\/a> by Fredric D. Leffler, CPA, MBA. This article was originally published March 12, 2019, and updated on March 2, 2020.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Filing extensions for tax year 2018 will no doubt occur, perhaps this year more than others. Manage your clients&#8217; expectations with this article from Andrew Poulos, EA, ABA, ATP. <\/p>\n","protected":false},"author":107200975,"featured_media":11589,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[561584],"tags":[],"intuit_collection":[],"intuit_series":[],"coauthors":[509474189],"class_list":["post-15646","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-client-relationships"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to advise clients regarding extension filing - Tax Pro Center | Intuit<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/how-to-advise-clients-regarding-extension-filing\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to advise clients regarding extension filing - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"Filing extensions for tax year 2018 will no doubt occur, perhaps this year more than others. 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Poulos, EA, ABA, ATP, principal of Poulos Accounting &amp; Consulting, Inc., in Atlanta, works with small businesses and individuals to lower their tax liabilities, and represents clients before the IRS for tax controversy. Andrew has been an adjunct professor for University of North Carolina-Charlotte and Auburn University. He is a contributing author for AccountingWEB, CPA Practice Advisor and Promotional Products Association International; founding tax editor for Reviews.com; current tax editor for Consumer Affairs; and a participant in the Intuit\u00ae ProConnect\u2122 Customer Council for Intuit, 2018 \u2013 2021. He has spoken for the National Society of Accountants, National Association of Tax Professionals, Drake and various other organizations. 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