Print 1065 extensions

Follow these steps to print federal extension forms for 1 client or for a batch of clients.
  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.
  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
    .
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