Preparing 1065 federal extensions for electronic filing

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To prepare an electronic federal extension with a balance due, complete the steps below. To prepare an electronic 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 and Form 8804 (if applicable).
  2. To request an electronic funds withdrawal to pay the balance due on the extension, complete the appropriate fields in the Extension 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.


  • 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.

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