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This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,2290 Heavy Vehicle Use Tax
  • Subject: e-file

E-file batches of extensions

Before you create a batch extension, enter payment information and due dates for the extensions that need it. Make sure you've filled these out for your returns:
  • Change the due date in the
    Extended due date
    field.
  • Verify you've filled out the
    Payment
     or
    Liability
     extension options for your client's return.
  • Enter
    Electronic funds withdrawal
     or
    Bank information
     for each extension.
Save time by filing batches of extensions.
  1. Select
    File
    , then
    Print Extensions
    .
  2. Mark the
    Paper
     or
    Create electronic file
     checkboxes.
  3. Select
    Clients
    .
  4. Select
    Select
     for each client you want to include.
    note
    Any client opened by another person on the network won't be listed.
  5. Select
    OK
    .
  6. Select
    Options
    , then the
    Extension Print Options
     tab.
  7. Mark the
    First extension
     or
    Second extension
     checkbox.
  8. Select
    OK
    .
  9. Select
    Print
     or
    E-File
     on the
    Print
     window.
Now that you've set up your batch, you can mail the returns to your clients or transmit them.

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