Automatic extensions

[MargaretMort]

I haven't done an extension in at least 20 yrs--small # of clientele, no big businesses--and I am not quite sure what to put on the 4868. The clients are talking to a lawyer about bankruptcy and doesn't want to take the time to gather up all the necessary paperwork so I can do the tax return. I told them that I would need W-2, 1099-R and rental property amounts so I would have a ball park figure for the 4868. They have always had a large refund in the past, would expect that to be the case this year. Can I use the tax liability from last year as the figure and say no taxes owed?

Thanks, as always, MM

[MargaretMort]

My wayward client is coming in Friday so I won't be doing an extension after all. Good news for me. MM

[Lion EA]

Margaret, I'd do exactly what you propose for a client with a stable history of refunds. We make do with the information they provide.