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This article applies to:

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

Set up electronic funds withdrawal (EFW) for an extension payment

Your client can pay the balance due on Form 4868 or 2350 using Electronic Funds Withdrawal (EFW) or by check. The following instructions are for an extension payment using EFW.
note
You don't  need to enter data to pay by check. If your client is paying by check but the filing instructions show to pay by EFW, delete the requested payment date from the ELF screen.
  1. Open the
    1040
     screen, in the General folder.
  2. Complete
    Date of birth
     for the taxpayer and spouse.
  3. Complete
    Daytime telephone/ext number
     for the taxpayer.
  4. Open the
    Bank
     screen.
  5. Enter banking information for the
    Primary account
    .
    note
    If these fields are turned off, delete the code from
    Taxpayer verified all bank info by
    .
  6. Choose a code from
    Taxpayer verified all bank info by
    .
  7. Open the
    PIN
     screen, in the Electronic Filing folder.
  8. Enter the extension PIN information
  9. Open the
    ELF
     screen, in the Electronic Filing folder.
  10. In
    Electronic funds withdrawal for extensions requested payment date
    , enter a date no later than the original due date.
  11. If you're also e-filing estimate payments with the extension, enter code
    2
     in
    Electronic funds withdrawal for estimated tax by quarter
     for each quarterly payment you want to include.
Once you've set up EFW, you'll need to e-file the extension and, if applicable, the estimates.

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