Bulk Extensions

[jasdlm]

Will this function create electronic filing copies, she asked hopefully, or only paper copies?

[Lynn EA USTCP in Louisiana]

It will create filing copies but alas you still have to go into each and every return to click on the efiling boxes, etc and make sure the $ amounts are what you want.  I do them one.by.one as I initially open the return. Not a quick and easy method 

[jasdlm]

Thanks, Lynn.  Sad, but not unexpected.

[Abby Normal]

This saves us a lot of time:

In Customize Master forms:

    Open 1040, 1040 EF, Comparison & 4868
    Enter an amount on Comparison line 63 Total tax Prior Year column
    Link line 63 prior year to 4868 tab 1 line 4.
    Enter 0 on 4868 line 7.
    Check box Lock amounts and carry
    Restore line 63 on Comparison
    Efile Info-Check Practitioner PIN
    Efile Info-Link taxpayer & spouse PIN to 1040 EF
    Efile Info-Check ERO entered checkbox for taxpayer
    Efile Info-Link ERO entered checkbox for spouse to 1040 EF checkbox
    Efile Info-link Date Signed to 1040 date
    Efile Info-Enter ERO PIN
    Payment-Check Paper check

Do this before you add the 4868, and we it's better just to add the 4868 when you go in because it takes hours for ATX to add extensions in bulk. And we don't usually need the state extension forms added end end up having to discard them.

Caveat: You have to have the prior year comparison form in every return, which we always do.