Highlight the federal, and state if applicable, for the client.If this says Return Marked for e-file please review the file to make sure the extension is marked for e-file. Review the EF Status column to make sure it says 1st Extension Marked for EF.Find the client information that you plan on e-filing.Open the ProSeries EF Center HomeBase View.These errors will guide you through the remaining entries, and resolve any errors that may prevent your extension from being filed electronically. Correct any red You Must Fix This Error messages.These errors are typically associated with completing your return and wwon'tprevent your extension from being filed electronically. Review any orange You Should Fix This Error messages.From the Information menu, select Final Review.In order to e-file an extension the extension must pass final review: Under Electronic Filing of Federal Extension Only check the Yes box.Scroll down to Part IX - Electronic Funds Withdrawl Options.Ensure the Account type, Routing number, and Account number are entered.
If you are e-filing and plan on paying the balance due electronically: Make any adjustments to line 4-7, if needed.In the Important Information section check the box for Check this box to freeze the amounts flowing to this form.If planning on electronic filing, scroll down to Part VII - Electronic Filing of Extension and Amended Return Information and check the box File Form 4868 (application for extension of time to file return) electronically.Open the Federal Information Worksheet.How do I generate the extension form in ProSeries? To generate a Form 4868 for Individual: Complete the required entries to generate an extension.
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