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How do I electronically file extension forms in SureFire?


State extensions: Many states do not require a separate form for extensions if the federal extension form is filed. SureFire supports electronic filing for some state extensions. If SureFire does not support the e-filing of the state extension, it must be mailed.

 

Using a PIN to Sign an Extension Form Electronically

 

Form 4868 without direct debit - requires no taxpayer signature, so no PINs are required.

 

Form 4868 with direct debit - requires that you use either the Practitioner PIN method or the Self-Select PIN method for the signatures.

 

The Self-Select PIN method requires the following information that is not required by the Practitioner PIN method:

 

The taxpayer's prior year original AGI (and spouse's, if married filing jointly), or

The taxpayer's prior year PIN (and spouse's, if married filing jointly).

 

Form 2350 with or without direct debit -- requires the taxpayer's prior year original AGI (and spouse's, if married filing jointly), or the taxpayer's prior year PIN (and spouse's, if married filing jointly).

 

Selecting the Extension Form on the Main Information Sheet

 

When preparing any extension form you should first prepare the client's return as completely and accurately as possible.

 

Next, open the Main Information Sheet and select the type of extension form to be e-filed. The selection checkboxes are near the bottom of the form in the PIN information section.

 

Later, when you are ready to e-file the completed return, select The income tax return in this section. SureFire clears the extension check box.

 

 

 

 

 

 

Additional Information

 

Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo presento electrnicamente formularios de extensin en SureFire?



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