Selecting Electronic Filing Extensions Options

Electronic Filing Extensions options allow you to control how signature forms for Individual and Business Federal and State extensions are prepared for processing. The Electronic Filing Extensions Options window displays after you select the return extensions for the batch. For information about selecting the return extensions, see Electronically File Extensions in a Batch.

Note: Options selected for a batch are applied to all the returns selected.

To complete the creation of your batch job, do the following:

1. Select to export Federal, State, or both.
2. Select an option for uploading extensions. Explain the upload options.

   Component	Description
   Upload and Hold	Uploads the selected extensions to the Electronic Filing Status system and holds the extensions for manual release to the taxing authority.
   Upload and Release	Uploads the selected extensions to the Electronic Filing Status system and releases the extensions to the taxing authority automatically. Note: This option is available only when you have the functional rights to upload and release returns to the Electronic Filing Status (EFS) system for the client offices in all selected returns.

3. Select an option for updating client data. If there are differences between the data in the client profiles and data in the returns, you can replace the common data in the return and the electronic files with data from the profile.

Explain the client data options.

Component	Description
Keep current client information	Do not update the client information in the returns, the electronic files, or the printed signature forms with information in the client profiles.
Update returns with client profile data	Replace the client information in the returns, the electronic files, and the printed signature forms with information in the client profiles.

Warning! The option to replace return data with client profile data affects all returns in the batch.

4. Select to electronically file with or without printing the extensions.
5. If you selected to electronically file and print, select your number of copies, print destination, and formatting options. Explain the destination and formatting options.

Component	Description
No. of copies	Select the number of print copies. You can print from one to nine copies if you are printing to a printer. You can send only one copy to a document imager, PDF, or TIFF file.
Print to	Select the print destination. If you select to print to a printer and PDF or TIFF file type, up to nine copies can be sent to the printer and only one copy can be included in the PDF or TIFF file.
Print device	Select the physical device to produce the print output. The device defaults to the printer configured in Printer Setup or your last selected printer. You can select another device from the list of installed printers, if needed.
Watermark	Select a watermark to print in the document background, if needed, diagonally from the lower-left to the upper-right corner of the page. The watermark list is configured and can be edited for each return configuration set. You can enter other text, but it will not be saved in the return configuration set Watermark list.
Path	If you are creating a PDF or TIFF file (with or without printing to a printer), enter or click Browse to select the file location, and then enter the file name.

6. Do one of the following:
   • Click Submit Job to submit the job for immediate processing.
   • Click Schedule Job to schedule the job to process at another date and time. See Scheduling and Rescheduling Jobs for more information.