Skip to main content
Extensions
Search
Search UltraTax CS Support Help and Support.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual
  • Subject: Extensions

E-file an extension

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.
  1. Open the client and go to the
    ELF
     screen, in the Electronic Filing folder.
  2. Select the correct form from
    File extension electronically
    .
  3. Select
    File
    , then
    Print Extensions
    .
  4. 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.
  5. Select
    Options
    .
  6. On the
    Selected Returns
     tab, clear the checkboxes for any returns you're not including in the extension.
  7. Go to the
    Extension Print Options
     tab.
  8. Mark either the 1st extension, 2nd extension, or 2350 checkbox.
  9. If you're e-filing estimates with the extension, mark the
    Print estimates with extension
     checkbox.
  10. Select
    OK
    .
  11. 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.
  12. 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.
  13. Transmit the files using CS Connect.

Related Content

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close