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What information is needed in ProSeries for a new client in order for me to file an extension?

george
Level 2

I have a new client for 2019 who will be out of the country until June 2020. They want me to file their extension electronically.

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poolcleaner
Level 9

It is too late for an individual extension unless you have an extremely rare individual with a fiscal year end.  The deadline for filing a 2018 extension for anyone living overseas was June 15, 2019. Sorry, I just noticed you were asking for the extension that will be filed almost a year from now.  You will need the name, address, SSN, and some information as to the amount of taxes withheld or estimated taxes paid, and a reasonable estimate of the taxes that may or may not be owed for 2019. 

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1 Comment 1
poolcleaner
Level 9

It is too late for an individual extension unless you have an extremely rare individual with a fiscal year end.  The deadline for filing a 2018 extension for anyone living overseas was June 15, 2019. Sorry, I just noticed you were asking for the extension that will be filed almost a year from now.  You will need the name, address, SSN, and some information as to the amount of taxes withheld or estimated taxes paid, and a reasonable estimate of the taxes that may or may not be owed for 2019. 

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