Troubleshoot printing extension filing instructions

The information in this article will help you troubleshoot problems with printing extension filing instructions.
By default, the extension filing instructions and extension transmittal letters are configured to print as required. If your extension filing instructions and/or transmittal letter aren't printing, review the following settings.

Verify extension print options

  1. With the client return open, select
    File
    , then
    Print Extensions
    and select
    Create electronic file
    .
  2. Select the
    Options
    button.
  3. Select the
    Extension Print Options
    tab.
  4. Unless you're completing Form 2350 or a 2nd extension, make sure that
    First extension
    is selected. Also make sure that the
    Suppress client documents
    checkbox isn't selected.
  5. Select
    OK
    .
  6. Preview the extension.

Review print collation settings

  1. Select
    Setup
    , then the entity type (for example,
    1040 Individual
    ).
  2. On the
    Federal
    tab, select the
    Tax Return
    button in the
    Collation
    group box.
  3. Enter "extension filing instructions" in the
    Find what
    field.
  4. Select the
    Find
    button.
  5. With the
    Extension Filing Instructions
    highlighted in the list of returns, review the settings in the
    Print conditions
    and
    When filing electronically
    group boxes. By default,
    As Required
    and
    Print on paper
    are selected for the
    Government
    collation.
  6. If you made changes to your collation settings, select
    OK
    twice and preview the extension by going to
    File
    , then
    Print Extensions
    .

Review Screen Ext data entry and delete screen data if needed

This process will erase all data entry on
Screen Ext
. Before trying this troubleshooting option, review your extension print options and collation settings using the
Review print collation settings
procedure.
  1. Go to the
    Payments
    folder, then open
    Screen Ext
    .
  2. Review the data entry on this screen. It might be helpful to print this input screen before proceeding to the next step. To do this, select
    File
    , then
    Print Current Page
    .
  3. On
    Screen Ext
    , select
    Edit
    , then
    Delete Screen Data
    .
  4. Re-enter any information you need to on
    Screen Ext
    .
  5. Preview the extension by going to
    File
    , then
    Print Extensions
    .
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close