If you are looking to do an extension for a return, two additional steps will need to be done to E-file the extension.
First, you can move down to the Self-Select and Practitioner PIN section on the Main Info sheet. Under the “What forms are you filing using PINs?” section, there are two options for the 4868. Select one of these depending on the taxpayer’s situation.
In the Forms Tree, you will notice the 4868 form has been pulled in.
The second step is that the checkbox at the top must be selected to show it is being used.
Finally, review the return and 4868 to ensure everything is for your taxpayer, then run Diagnostics like normal. Notice the normal E-file button has now changed to an Extension E-file button.
The process after this is the same as sending a return normally.
This information applies to all years of the GannonTax.