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Generate California Form 3539 Extension Payment Voucher in Lacerte

SOLVEDby IntuitLacerte Tax4Updated November 11, 2021

Use Form 3539, Payment for Automatic Extension for Corporations and Exempt Organizations to make a payment with an extension.

For Corporate and S Corporate returns:

  1. Go to the Extension screen.
    • Corporate - Screen 12 Extension (7004)
    • S Corporate - Screen 12 Extension of Time to File (7004)
  2. Enter a 1 in 1 = automatic extension, 2 = blank (MANDATORY).
  3. There must be an amount due on the return or, an entry made in Tentative Tax [O].

For an Exempt Organizations:

  1. Go to Screen 15, Extensions.
  2. In the California Extension Voucher (3539) section, make an entry in 1=Form 199, 2=Form 109, 3=both to indicate which form(s) to trigger the Form 3539.
  3. For Form 199 enter any Amount Due and for Form 109, enter the Tentative tax (-1=none) to override the calculation of the tentative income tax, for extension purposes only. Enter -1 if the tentative tax is zero. The program reduces the amount by the entry in 2021 Estimated Tax Payments [O] and prints the result on Form 3539, on the amount of payment line.

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