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How do I create extension?

helenyin
Level 4

I'm new to ProSeries. Need help with creating extensions for Form 990-EZ and Form 1040 clients. Waiting online. 

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6 Comments 6
jeffmcpa2010
Level 11

In proseries professional (For the Individual)

(This is for Federal - If you have state(s) that require a separate extension you will need to look at the state forms as well)

go to the information worksheet

PartVII Check the box for File form 4868 then go to the 4868 and complete it.

Back to Homebase EF Center - Select the Client Extension (Should be 2 lines Federal Extension and Federal Return) (More if there is a state involved)

Efile the extension selected just like you would a return.

990 Is similar.

helenyin
Level 4

Got it. Thank you very much!

jeffmcpa2010
Level 11

Your welcome!

Hope your not up all night doing them!

helenyin
Level 4

Thank you. After creating the extension, I ran into EFIN issue.😓

Waiting for ProSeries to authenticate my EFIN.

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jeffmcpa2010
Level 11

So it's the last day for filing and you haven't filed any returns yet?

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helenyin
Level 4

No. I need to e-file extensions for some returns using ProSeries.

I have been using other tax software.

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