Preparing 1065 federal extensions for electronic filing

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

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


Characters left:

Change to CS Support service hours

Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

To prepare an electronic 1065 federal extension with a balance due, complete the steps below. To prepare an electronic 1065 federal extension with no balance due, with the return open, skip steps 1 and 2 and proceed to step 3.

  1. Enter the necessary information to calculate a balance due on Form 1065-B and/or Form 8804.
  2. To request an electronic funds withdrawal to pay the balance due on the extension, complete the appropriate fields in the Payment Information section in Screen ELF in the Electronic Filing folder and the Account Information section in Screen Bank in the General folder.
  3. Choose File > Print Extensions.
  4. Mark the Create electronic file checkbox.
  5. Click the Check E-File or the E-File button. If you click the Check E-File button, UltraTax CS checks for errors in the electronic file, but does not create the electronic file. When you click the E-File button, UltraTax CS checks for errors in the electronic file and creates the electronic file.

Notes

  • UltraTax CS defaults to the previous extension print selection, so you may need to reset your extension print options. If you are prompted that “The selected clients will not be printed because their entity does not support the extension selected” when you print or create an electronic extension, click the Options button, click the Extension Print Options tab, and confirm that the First extension option is selected in the Which group box.
  • You should reset your extension print options to First extension after you print or create a second extension.

For information about resolving electronic filing extension errors and rejections, see the E-File Help Center > Resolving E-File Errors > 1065 Partnerships page.

Related topics

Share This