Creating batch 1065 electronic extensions

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Web text: BtchExt

If extension information is not entered in the Extension Information section in Screen 1065 and/or Screen ELF, UltraTax CS automatically completes the following fields to automate the process of batching electronic extensions.

Note: UltraTax CS supports electronically filed extensions for California, Connecticut, District of Columbia, Illinois, Kansas City (MO), Kentucky, Louisiana (composite only), Maryland, Massachusetts, Mississippi, New Jersey, New York, New York City, North Carolina, Pennsylvania, Tennessee, Texas, Utah, and Vermont.

To create a batch of electronic extensions, complete these steps.

  1. From the UltraTax CS Home Page, choose File > Print Extensions, and mark the Create electronic file checkbox.
  2. Click the Clients button to create electronic files for multiple clients.
  3. 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.

  4. Click OK.
  5. Click the Options button, click the Extension Print Options tab, and click the appropriate option in the Which and the Options group boxes.
  6. Click OK to return to the Print Extensions dialog.
  7. Click the E-File button. 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 > 1065 Partnership page.

  8. Follow the normal procedures to transmit the electronic returns using CS Connect.

Note: If you are using electronic funds withdrawal to pay the balance due on an extension, you must complete the Personal Identification Number (PIN) information for extensions, including the Requested payment date field, in Screen ELF in the Electronic Filing folder and the bank information in 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 1065 federal extensions for electronic filing

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