You can e-file extension requests for a group of eligible individual taxpayers by following the steps below.

1. Open the Client Manager.
2. Select the clients you want to include:
   • Click the first client, then hold CTRL and click additional clients.
3. Right-click on one of the selected clients and choose E-File > 1040 Extension (Batch).
   • Alternatively, click the menu icon next to a selected client and choose the same option.
4. The Batch E-File Extensions window opens.
5. Review the consent to disclosure and click I agree.
6. Review the list of eligible clients.
   • Either click Select All, or
   • Check the box for each client you want to include.
7. Click Send E-File Extensions.
8. Click OK to confirm submission.
9. The extensions will begin processing.
10. If any returns cannot be transmitted, you will need to manually review and submit those extension requests

Notes

• Only 1040 federal extensions can be filed in a batch.
• Returns must not have already been e-filed and must have $0 balance due.
• Ineligible clients are automatically excluded.
• You can still file extensions individually, if needed.
• This feature is available in TaxAct Professional editions only.

Related Links

Form 4868 – Filing a Federal Individual Tax Return Extension (Professional)