Filer's signature (other than executor) on Form 4768, extension for estate tax return

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Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

To populate the signature at the bottom of Form 4768, Filer's signature (other than the executor), follow these steps.

  1. Access Screen PayExt, located in the Payments & Credits folder.
  2. Select the appropriate name from the Name of filer is not executor drop-down (located at the bottom of the input screen).

    Note: If the name is not listed in the drop-down, make sure to visit Screen Names, located in the Beneficiary folder, and add the filer's information. A name must be added as a unit to Screen Names for the filer's information to be available throughout the rest of the input screens.

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