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How do I file extensions in Lacerte?

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Intuit

How do I file extensions in Lacerte?

This article will help you:

  • Complete the required entries to generate an extension
  • E-file an extension
  • Batch print extensions for multiple clients at once

  1. Go to Screen 9, Extensions (4868, 2350)
  2. In the 1=automatic extension 2=blank (MANDATORY) field enter a 1.
  1. Go to Screen 6, Automatic Extension (7004)
  2. In the Print extension: 1=1065 2=8804 3=both field enter a 1.
    • The extension for Form 8804 can not be electronically filed.
  3. If planning on electronic filing, check the e-file extension box.
  4. Complete any other applicable information in this section that applies to your client.
  1. Go to Screen 12, Automatic Extension (7004)
  2. In the 1=automatic extension, 2=blank  (MANDATORY) field enter a 1.
  3. If planning on electronic filing, check the e-file extension box.
  4. Complete any other applicable information in this section that applies to your client.
  1. Go to Screen 12, Extension of Time to File (7004)
  2. In the 1=automatic extension, 2=blank (MANDATORY) field enter a 1.
  3. If planning on electronic filing, check the e-file extension box.
  4. Complete any other applicable information in this section that applies to your client.
  1. Go to Screen 14, Extension (7004/8868)
  2. Check the box for Print applicable extension request (7004 or 8868).
  3. If planning on electronic filing, check the e-file extension box.
  4. Complete any other applicable information in this section that applies to your client.
  1. Go to Screen 15, Extensions 
  2. There are three sections present. Use the one that matches the type of 990 being filed by the client.
  3. In the 1=automatic extension, 2=blank (MANDATORY) field enter a 1.
  4. If filing a Form 990/990-PF and you are planning on electronic filing, check the e-file extension box.
  5. Complete any other applicable information in this section that applies to your client.

  1. From the Settings menu, choose Options. 
  2. Select the Tax Return tab.
  3. Scroll down to the Federal Tax Options section.
  4. Locate the Form XXXX with return option, where XXXX is the form number for the applicable extension.
  5. Select 'Yes' from the drop down menu.

The state extension forms will not generate if the Global Option Form XXXX With Return is set to No. It must be set to Yes to generate both federal and state extensions with the return.

Before attempting to e-file an extension it is recommended to review your e-file critical diagnostics for any that reference the extension.

  1. Click on the Clients tab.
  2. Highlight the client(s) to e-file.
  3. From the E-File menu choose Start e-file Extension Wizard.
    Use caution when selecting the e-file Extension Wizard. If you choose the incorrect wizard the return itself will be transmitted and cannot be cancelled. An amended return would need to be filed.
  4. Verify the Client Name is correct and the correct extensions are selected under Federal and State Extensions when applicable and click Next.
  5. Once the extension is validated click on the Send e-file Returns Now.

  1. From the Clients tab highlight the clients you need extensions for.
  2. From the Print menu choose 1st Extension.
  3. Under Return Options choose to print to the Printer or File (PDF).
  4. Click OK to begin printing.

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