You can e-file or paper file Forms 4868 and 2350. If you paper file an extension, you can still e-file the return. Follow these steps to e-file the extension.
Open the client and go to the
ELF
screen, in the Electronic Filing folder.
Select the correct form from
File extension electronically
.
Select
File
, then
Print Extensions
.
If you want to batch e-file extensions for multiple clients, select
Clients
. Double-click the returns to move them to the right, then select OK.
Select
Options
.
On the
Selected Returns
tab, clear the checkboxes for any returns you're not including in the extension.
Go to the
Extension Print Options
tab.
Mark either the 1st extension, 2nd extension, or 2350 checkbox.
If you're e-filing estimates with the extension, mark the
Print estimates with extension
checkbox.
Select
OK
.
Mark the
Create electronic file
checkbox.
tip
You can also mark options to print the extension on paper, to FileCabinet CS, GoFileRoom, Onvio Documents, eSignature, or to PDF.
Select
Print
or
E-file
.
note
If the E-file Error Report shows that the return has errors, you'll need to resolve each e-file error then create the e-file again.