Preparing 706 extensions

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

Use this procedure to print extension forms for one client or a batch of clients. UltraTax CS prepares Form 4768.


  • If the client is applying for an automatic six-month extension of time to file Form 706, a reason for the extension is not required on Form 4768; therefore, no reason prints.
  • This procedure prints one copy of the extension for each selected client following the government collation defined in the Return Collation dialog. If desired, you can modify this collation. For example, to prevent the extension transmittal letter and extension filing instructions from printing with the extension, change the print condition for the extension transmittal letter and extension filing instructions to Never in the government collation in the Return Collation dialog in Setup > 706 Estate.
  1. Open the UltraTax CS client for whom you want to file an extension. If the client does not yet exist in the current-year application, proforma a prior-year client or add a new client.
  2. To print an extension with a tax amount or balance due, on the client's Screen PayExt in the Payments & Credits folder, enter the applicable option in the Calculate extension field, and complete any other applicable fields.

    Note: If the Calculate extension field is blank, Form 4768 is calculated only as an extension of time to file.

  3. Each client's name, address, and extension date print on the form. If the extension is for Form 706 or 706-NA, UltraTax CS assumes an extended date that is 15 months after the date of death. If the extension is for Form 706-A, UltraTax CS assumes an extended due date of 12 months after the date of taxable disposition / cessation of qualified use. The date of taxable disposition / cessation of qualified use is entered on Screen 706A. To print an extended due date other than the default date, enter the date(s) on Screen PayExt.
  4. Choose File > Print Extensions.

    Note: If the security configuration allows for user-defined print options, you can set various print options for all extensions printed from this workstation.

  5. To print extensions for clients other than, or in addition to, the current client, click the Clients button and select the clients for whom extensions should print.
  6. Click the Print button.

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