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.
- Form 4868: Use to apply for a 6-month filing extension for the following forms: 1040, 1040-SR, 1040-NR, 1040-NR-EZ, 1040-PR, or 1040-SS.
For more information from the IRS, see Instructions for Form 4868.
- Form 2350: Use to request a filing extension for Forms 1040 or 1040-SR if your client expects to file Form 2555 and the extension gives them time to meet either the bona fide residence test or the physical presence test.
See the Instructions for Form 2350 for more information.
Data entry
UltraTax CS Extension Checklist Generator
Preparing batch electronic extensions
Entering extension PIN information
Penalties and payments
Paying a balance due extension via Electronic Funds withdrawal (EFW)
Input screens
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