Creating batch 1041 electronic extensions

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

Web text: BtchExt

If extension information is not entered on Screen ELFExt and/or Screen PayExt, UltraTax CS automatically completes the File extension electronically field on Screen ELFExt in the Electronic Filing folder when you create the electronic file to automate the process of batching electronic extensions.

Note: Form 7004 extension for Form 1041 and Form 8868 extension for Form 1041-A and Form 5227 are eligible for electronic filing. It is important to note that while the Form 8868 extension is available to electronically file, Form 1041-A and Form 5227 are not eligible for electronic filing and must be paper filed.

To create a batch of electronic extensions without opening each client individually, complete these steps.

  1. Choose File > Print Extensions to open the Print Extensions dialog.
  2. Mark the Create electronic file checkbox.
  3. Click the Clients button to create electronic files for multiple clients.
  4. Highlight the clients you want to file electronically, and then click the Select button.

    Note: If a client is open by another user on the network, it will not be in the list of clients to select, and will not be processed.

  5. Click OK.
  6. Click the Options button, click the Extension Print Options tab, and click the appropriate option in the Which group box.
  7. Click OK to return to the Print Extensions dialog.
  8. Click the E-File button. (Note that the button name changes depending on the checkboxes you have marked.) Electronic extension returns are created for all designated client returns that did not have errors on the E-File Error Report.

    Note: If the E-File Error Report shows errors are present, UltraTax CS will not create the electronic extension return until all errors are resolved. For information about resolving electronic filing extension errors and rejections, see the E-File Help Center > Resolving E-File Errors > 1041 Fiduciary page.

Note: If you are using electronic funds withdrawal to pay the balance due on an extension for Form 1041, you must complete the Personal Identification Number (PIN) and Form 7004 and 8868 - Extension Information sections, including the Electronic funds withdrawal for balance due extension: Requested payment date field, on Screen ELFExt in the Electronic Filing folder. You must also enter the bank account information on Screen Bank in the General folder.

For more information about transmitting returns using Thomson Reuters as the electronic filing transmitter, see Configuring UltraTax CS to use Thomson Reuters as your electronic filing transmitter.

Related topic: Preparing 1041 federal extensions for electronic filing

Share This