New (tax) year, new help!
Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.
The UltraTax CS Extension Checklist Generator is an interactive tool that helps you create a custom extension checklist. You can print your extension checklist and use it to complete extensions in UltraTax CS. This article links you to the tool, explains how it works, and provides additional resources for preparing extensions.
The Extension Checklist Generator does not cover every type of extension. Before filing any extension, you should review the UltraTax CS client's extension filing instructions to verify what you are filing.
1040
Open the UltraTax CS 1040 Extension Checklist Generator
You can create a state extension without a federal by clicking Add state to bypass the federal extension questions.
1120 and 1065
Open the UltraTax CS 1120/1065 Extension Checklist Generator
Consolidated returns
For Consolidated C and S Corporation extensions, open the parent return and follow the Extension Checklist Generator. You cannot extend consolidated returns from within a subsidiary company.
Scenarios not covered
The Extension Checklist Generators will not cover:
- Batch extensions. See Creating batch electronic extensions instead.
- Making payments on the IRS and/or state website(s).
- Check payments - 1120 and 1065 only.
- Transmitting the extensions via CS Connect. See Transmitting electronic returns and retrieving acknowledgements using CS Connect.
More resources
If your scenario is not covered by the Extension Checklist Generator or you need additional information, see the following resources:
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