Prepare Form IT-540 extension

Prepare the extension

Electronic filing only - To have UltraTax CS calculate balance due with extension based on current data entry and calculations on the return when authorizing electronic funds withdrawal:
Enter
X
in the
Calculate Extension
field on the
LAExt
screen. Select
Setup
,
1040 Individual
, the
Federal
tab, then
Extensions
to select the method for calculating the payment amount. Note that when you're using
File
then
Print Extensions
to select multiple clients at once for electronic filing, UltraTax CS marks the
Calculate Extension
field if the
Create an extension without total tax liability amounts
checkbox isn't marked.
Electronic filing only - To force the extension amount if using e-file / electronic funds withdrawal:
Enter an amount in the
Balance due on extension (Force)
or the
Estimate of total tax liability (Force)
field on the
LAExt
screen.
Paper filing only:
If you're submitting payment by nonelectronic means, complete all necessary information on noncalculating Form R-2867. Note that Form R-2867 doesn't serve as the extension request. The taxpayer needs to electronically file the Louisiana request, or the taxpayer needs to file the federal extension request (either electronically or on paper) and attach documentation and complete the information on Form R-2867 regarding the federal extension request.
If there's no balance due or calculated amount:
If you're filing electronically, Louisiana accepts the extension request even if there's no authorization for electronic funds withdrawal of payment. If the taxpayer isn't remitting a payment, the Louisiana Department of Revenue requests that Form R-2867 not be submitted except for purposes of providing documentation about the federal extension request.

Electronic Filing Only:
When you've completed data entry on the
LAExt
screen, select
File
,
Print Extensions
, then mark the
Create electronic file
checkbox to create the Louisiana electronic file for extension.
Paper Filing Only:
Complete all data entry on noncalculating Form R-2867. Select
File
,
Print Returns
, then mark the
Government copy only for print
checkbox. Mark the checkbox for
Paper copy
and leave the checkbox for
Create electronic file
blank. Print preview the return. When previewing the page for Form R-2867, select the option to print 1 page. Alternatively, from the Print Returns window, select
Options
,
Selected Pages
,
Unmark all
, then mark only
Form R-2867
.

Prepare the return after filing an extension

Amount actually paid with extension:
The amount paid with extension is reported in the Payments section of Form IT-540. Enter the amount on the
LAExt
screen in the
Extension payment actually made; reportable on main return
field. Note that UltraTax CS populates this field when the extension was created if UltraTax CS calculated the amount or if the amount was forced. Change the data entry for this amount if the taxpayer paid some other amount.
note
If an extension was filed another way other than UltraTax CS, enter the actual amount paid with extension in the
Force
field. By doing so, this will automatically complete data entry in other fields, including fields for extended due date and amount actually paid with extension.
Date return filed:
Enter the
Date return filed
on the
LAPen
screen. If the date exceeds the extended due date, UltraTax CS calculates a late penalty on the unpaid balance due.
Extension not required to be attached to return:
The Louisiana Department of Revenue doesn't require a copy of federal or state extension when paper filing the return.