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ProSeries Frequently Asked Questions

How do I electronically file Form 7004 for a partnership?

Products Affected:

• ProSeries/1065
• ProSeries Express/1065

Follow these instructions to electronically file Form 7004, Application for Automatic 6-Month Extension of time to File Certain Business Income Tax, Information, and Other Returns, for a partnership:

1. Open the client's return.
2. On the Partnership Information Worksheet, scroll down to Part V - Electronic Filing Information and check the "Check the box to file Form 7004 electronically" box.
3. Also, in Part V complete the "Information required for Electronic Filing" section.
4. Open Form 7004.
5. In the Important Information section, check the "Check this box to activate this form" box and complete Form 7004.
6. Review the return for errors.
   • ProSeries - Go to the Information menu and select Final Review.
   • ProSeries Express Edition - Go to the Information menu and select Check for Return Errors.
7. Correct any Form 7004 errors and other errors categorized as You must fix this error.
8. Save the return.
9. In HomeBase, select EF Center or EF Clients and the client's record should now display "1st Extension Marked for EF" in the Status column.
10. Convert and transmit the extension the same way you would for an electronically filed return.
11. Check for acknowledgements the same way your would for a completed return.

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