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How do I electronically file extension forms in SureFire?

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📊 Step-by-Step Guide

Step 1: Understand when PINs are required to sign electronically

Use this when you need to know whether you must use a PIN method for the extension signature.

• Form 4868 without direct debit: requires no taxpayer signature, so no PINs are required.
• Form 4868 with direct debit: requires that you use either the Practitioner PIN method or the Self-Select PIN method for the signatures.

Step 2: Know what information is needed for each PIN method

Use this when you need to enter the correct PIN-related information for the method you choose.

The Self-Select PIN method requires the following information that is not required by the Practitioner PIN method:

• The taxpayer's prior year original AGI (and spouse's, if married filing jointly), or
• The taxpayer's prior year PIN (and spouse's, if married filing jointly).

Step 3: Confirm PIN/AGI requirements for Form 2350

Use this when you are preparing Form 2350 and need to know what prior-year information is required.

• Form 2350 with or without direct debit: requires the taxpayer's prior year original AGI (and spouse's, if married filing jointly), or the taxpayer's prior year PIN (and spouse's, if married filing jointly).

Step 4: Select the extension form on the Main Information Sheet

Use this when you are setting up the return to e-file an extension.

When preparing any extension form you should first prepare the client's return as completely and accurately as possible.

Next, open the Main Information Sheet and select the type of extension form to be e-filed. The selection checkboxes are near the bottom of the form in the PIN information section.

Later, when you are ready to e-file the completed return, select The income tax return in this section. SureFire clears the extension check box.

Tags: federal,form