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Screens

Screen IDExt - Idaho Extension (1040)

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Overview

Use this screen to complete Form 51. If information transferred from UltraTax/1040 doesn't require additional data or coding, UltraTax/1040-ID shows it on the form only, not in the input screen.

Extension Information

Calculate extension
Enter
1
 to calculate Form 51 using 100 percent of the 2016 liability. Enter
2
 for UltraTax CS to calculate the minimum payment on Form 51 using the Idaho Extension Worksheet. To print the completed Form 51, select
File
, then
Print Extensions
.
note
UltraTax CS automatically enters
1
 in this field if you enter an amount in
Balance due on extension (Force)
. UltraTax CS also enters the due date in
Extended due date
.
Extended due date
If you printed an extension by selecting
File
, then
Print Extensions
, or entered
1
 or
2
 in
Calculate extension
, the extended due date automatically appears in this field.
Extension payment actually made; reportable on main return
Each time you print the extension (via
File
, then
Print Extensions
), UltraTax CS does the following:
  • calculates the extension payment amount and enters the amount in this field, and
  • prints this amount on the main return, not on the extension.
Alternatively, you can overrule the calculated amount by entering the amount actually paid.
note
  • To delete the overruled amount and restore the original calculated amount, right-click the field and select
    Delete overrule
    .
  • To verify the accuracy of the overruled amount, right-click the field and select
    Acknowledge overruled data
    . UltraTax CS then turns off the acknowledge functionality from the right-click menu. To restore the original amount later, you'll need to manually enter the amount.
  • You can set a user preference to mark fields for which you overruled the calculated amounts and to list all overruled amounts in the
    Diagnostics
     window paid with the current-year extension in this field. UltraTax CS then displays the new amount in black.
Estimate of total tax liability (Force)
If you enter an amount here, UltraTax CS enters
X
 in
Calculate extension
, completes
Extended due date
, and uses the amount entered as the tax liability on the extension.
Balance due on extension (Force)
If you enter an amount here, UltraTax CS calculates the amount of total tax using the estimated payments and withholding entered, enters
1
 in
Calculate extension
, completes
Extended due date
, and enters the amount in
Extension payment actually made; reportable on main return
.
Pay extension using electronic funds transfer
Individual income tax filers can elect to register to pay their balances, estimates, and extension payments using the Federal Reserve's Automated Clearing House (ACH) Debit or Credit online payment system. This option will need to be registered for in advance at https://idahotap.gentax.com/TAP/_/#1.
If selecting ACH Debit, the client will be linked to Idaho's service provider to start the enrollment process. If selecting ACH Credit, fax the completed form to (208) 334-7625 or email the scanned form as an attachment to eft@tax.idaho.gov. The state will fax or email their Tax Payment Addenda Record when ACH credit is setup on their end.
The client will then take the Tax Payment Addenda Record to their bank and request ACH Credit setup. ACH Credit takes several days to process so if your client prefers this method of ACH Debit, allocate additional processing time between the state and the client's bank.
The client will receive instructions on how to go about making their electronic funds transfer payments if they elect to register for either ACH Debit or Credit. Contact the State Tax Commission at (208) 334-7660 in the Boise area, or call (800) 972-7660, if you have additional questions.
Entering
X
 prints a filing instruction paragraph advising the filer they’ll be paying their extension online using the electronic funds transfer (EFT) method and that they should follow the instructions issued by the state for using EFT.
Additional payment
Enter the payment amount and the date of the payment. This information is used in the calculation of late filing payment penalties and interest.

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