Form 05-164 Texas extension print requirements

Turn on the extension

In
Organizer
, select
States
, then
State E-file
.
Select
Enable/Create extensions
.
In the row for Texas, mark the checkbox for column
C
and mark
Enable
.
In Organizer, select
States
, then
Common State
.
Select
Estimates and Extensions
, then
Extension Detail
.
In the
Texas
section, select the extension.
Go to
Estimates and Extensions
and select
Estimates and Extensions
.
Mark
Texas
in
Column B, On Extension
.
Enter the amount to be paid In
Column C, Tentative Tax on Extension Form
, and
Column E, 1st Extension Amount Paid
.
Select
Common State
, then
General Information
, then
Basic Return Information
.
Go to the
Return Information
tab.
On the row for
Texas
, mark the checkbox for column
O
,
Return on Extension
.

Enter payment information

In Organizer, select
States
, then
Texas
, then
General Information
.
In the
Payment of Tax during the preceding tax year (Mandatory
) section, select an option other than
Blank
. The 1st extension only generates if the amount is less than $10,000, and the 2nd generates if the amount is $10,000 or more.
Select
States
, then
Common State
.
Select
General Information
, then
Bank Information
.
On the
Direct Debit
tab, find the row for
Texas Extension
and select column
B
,
Authorization to Debit Funds
.

Enter e-file and signature information

In Organizer, select
States
, then
Texas
.
Select
E-file – Extension
, then
Additional Information
.
Enter a
Webfile number
, which begins with “XT” and is followed by 6 digits. Contact the state helpdesk at 1-800-442-3453 if no valid Webfile number exists.
Enter
Total revenue on latest return.
. If total revenue for the prior year was $0, enter
NONE
.
Select
Common State
, then the
General Information
.
Select
Basic Return Information
.
On the
Signature Information
tab, enter a
Signature Date
in column K for the Texas row.
Select
General Information
, then
Paid Preparer Information
.
Select the
Preparer Information
tab and make sure the preparer name, email, and phone number are entered as these are required. Complete any additional information as necessary.
Clear any severe diagnostics for Texas.
Do a full recompute, then print.

Check for print suppression