What do I need to know about electronic filing 1040 extensions in CCH Axcess™ Tax, CCH® Global fx Tax, or CCH® ProSystem fx® Tax?

This article provides the following information on electronically filing extensions in 1040 returns:


Qualifying Extensions for Electronic Filing - [Return]

In order to electronically file an extension or return, the disqualifying diagnostic for the entity being filed will need to be cleared first. There are two types of electronic filing diagnostics.
  • Severity code 5 disqualifying diagnostics (e.g. - 50001) must be cleared to upload an extension from Tax.
  • Severity code 4 disqualifying diagnostics (e.g. - 40001) apply to the electronic filing of the return only, and do not need to be cleared to electronically file the extension.
For additional information, see our solution on Troubleshooting diagnostics in CCH Axcess™ Tax, CCH® Global fx Tax, and CCH® ProSystem fx® Tax.


1040 Products that include electronic filing of extensions - [Return]

  • Federal Form 4868
  • Federal Form 2350
  • Alabama (Specialized method, i.e. not through ELF Status - communicates directly with the AL DOR website)
  • Arizona
  • California
  • California LLC (568)
  • Connecticut
  • District of Columbia
  • Louisiana*
  • Maryland
  • Massachusetts
  • New Jersey
  • New York*
  • New York City
  • North Carolina
  • Pennsylvania
  • Tennessee Interest & Dividend returns*
  • Tennessee LLC returns*
  • Texas
  • Vermont

*Electronic filing of extensions is mandated by state
 

1040 Products that can be electronically filed using extensions in batch, amount due is always zero - [Return]

  • Federal Form 4868
  • Alabama (Specialized method, i.e. not through ELF Status - communicates directly with the AL DOR website)
  • Arizona
  • District of Columbia
  • Louisiana*
  • Massachusetts
  • New Jersey (batch paper extensions not supported because of 2D barcode requirement)
  • New York*
  • New York City
  • North Carolina
  • Pennsylvania

*Electronic filing of extensions is mandated by state


e-File Batch Extension Processing in Production Processing Use the options to select extensions for batch e-filing - [Return]

Select to e-file one of the following:

  • Extensions - Electronically file federal and/or state extensions for Individual, Corporation, S Corporation, Partnership, Exempt Organization, and Fiduciary returns. When checked, you can select to electronically file Federal and/or State extensions. Before the process is completed, you will have the option to print what you are e-filing.
  • Returns should be proforma'd and created from proforma. No balance due will be calculated. The extension doesn't have to be included in the prior year return nor e-Filing of extension has to be turned on in Office Manager or the return to be included in batch e-File extensions.
  • At the end of the batch processing if a return is in need of a correction, a message will be given in the batch log report. These returns will be considered disqualified. You may delete the current year return and change the information in the prior year return and client profile and reprocess the proforma for those returns. You can also open the current year return and correct the information and export the extension through tax preparation on a return by return basis.
  • Specialized State Extensions (AL). Electronically file specialized state extensions for Alabama. This feature includes opening the Alabama Web site for filing the extensions. You also have the option to print what you are e-filing.


States Supporting Direct Debit with Electronic Filing of Extensions - [Return]

  • Federal Form 4868
  • Federal Form 2350
  • Alabama (Specialized method, communicating directly with the AL DOR website)**
  • Arizona
  • California**
  • California LLC**
  • Connecticut**
  • District of Columbia
  • Louisiana
  • Maryland**
  • Massachusetts**
  • New Jersey**
  • New York**
  • New York City
  • North Carolina
  • Pennsylvania
  • Tennessee Interest & Dividend returns (**or payment via TN website)
  • Tennessee LLC returns**
  • Texas
  • Vermont**

**Direct debit is required when electronically filing a balance due extension.


Additional Information - [Return]

For a full list of the electronic filing capabilities of each taxing authorities (by product), see the Electronic Filing Quick Look.
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