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This article applies to:

  • Product: UltraTax CS
  • Return type: 1065 Partnership
  • Subject: Extensions

Print 1065 extensions

Follow these steps to print federal extension forms for 1 client or for a batch of clients.
note
  • This procedure prints 1 copy of the extension following the government collation defined in the
    Return Collation
     window. You can change this collation. For example, to prevent the extension transmittal letter and extension filing instructions from printing with the extension, change the print condition for the extension transmittal letter and extension filing instructions to
    Never
     in the government collation in the
    Return Collation
     window in
    Setup
    , then
    1065 Partnership
    .
  • UltraTax CS determines the amount due and previous payment amounts that print on the extension based on the tax information you enter.
  1. Select
    File
    , then
    Open Client
     to open the client. If the client doesn't exist in the current-year application, proforma the prior-year client data or add a new client.
  2. If you want to print an extension without any tax amount or balance due, skip this step. To print an extension with a tax amount or balance due, do the following:
    1. If necessary, retrieve general ledger balances.
    2. Access other input screens as needed to enter the preliminary tax data that you want UltraTax CS to use to calculate the tax.
      note
      If you enter an amount in the
      Estimate of total tax liability (Force)
       or
      Balance due on extension (Force)
       fields in the Prnt screen or the 8804 screen, UltraTax CS does the following:
      • Prints the amount on Form 7004.
      • Completes the
        Extended due date
         field.
      • Enters the amount due in the
        Amount paid with extension
         field.
  3. The client's name, address, EIN, and tax year-end print on the form.
  4. UltraTax CS assumes the extended due date is the 15th day of the 9th month after the year end for both 1065 and 8804 returns. To use an extended due date other than the default date, enter the date in the
    Extended due date
     field in the Pmtor screen or the 8804 screen.
  5. Select
    File
    , then
    Print Extensions
    .
  6. By default, UltraTax CS prints both the federal and state extensions. To print only the federal extension, select
    Options
     and mark only the
    Federal
     checkbox.
  7. Select
    Print
    .
    note
    • To print extensions for clients other than, or in addition to, the current client, select
      Clients
       in the
      Print Extensions
       window, then select the clients whose extensions you want to print.
    • UltraTax CS defaults to the previous extension print selection, so you may need to reset your extension print options. If you're prompted that
      The selected clients will not be printed because their entity does not support the extension selected
       when you print or create an electronic extension, select
      File
      ,
      Print Extensions
      ,
      Options
      , the
      Extension Print Options
       tab, then select
      First extension
       in the Which section.

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