Exporting Specialized State Extensions

The state of Alabama requires tax preparers to upload extension tax payments directly to the Alabama state tax authority website. To accommodate this requirement, Tax provides the capability of exporting specialized state electronic files for Alabama tax returns.

Do the following to print authorization forms and create a text (TXT) file that you can upload to the Alabama tax authority:

1. Open the Alabama specialized state extension payment Individual, Corporation, or S Corporation tax return.
2. Select Y on one of the following worksheets:

Return Type		Worksheet
Individual		Federal > General > Electronic Filing > State > Specialized State Electronic Filing
Corporation		States > Alabama > Alabama Corporation (20C) and Privilege Tax (PSA) > General > Basic Data
S Corporation		States > Alabama > Alabama Income (20S), Composite (PTE-C), and Business Privilege (PPT) > General > Basic Data

3. Calculate and save the return.
4. Qualify the return for electronic filing using the Diagnostics report.
5. Select a Specialized State Extension export option.
6. Select or enter the number of authorization form copies. You can print from one to nine copies if you are printing to a printer. Only one copy can be sent to a document imager, PDF, or TIFF file.
7. Select a print destination.

   Destination	Description
   Document Imager	Available if Printer Setup contains a document imager driver configuration.
   PDF	Prints one copy to a Portable Document Format (PDF) fixed-layout electronic file.
   TIFF	Prints one copy to a Tagged Image File Format (TIFF) graphics electronic file.
   Printer and PDF	Creates a PDF file containing one copy of the return and prints up to nine copies of the return to the printer configured in Printer Setup.
   Printer and TIFF	Creates a TIFF file containing one copy of the return and prints up to nine copies of the return to the printer configured in Printer Setup.

8. Select a watermark to print in the document background, if needed, diagonally from the lower-left to the upper-right corner of the page.
9. If you are creating a PDF or TIFF file (with or without printing to a printer), enter a file name or click Browse to select the file location and name. Or, accept the default location and name, which can be the previously entered value or the default path and file name.
10. Click Print or another command.

    Option	Description
    Print	Initiates the print process.
    Preview	Displays the print items in a new window to preview. You can also start the print process on the Preview window.
    Cancel	Closes the window without saving the settings.

11. Click OK on the message notifying you of the specialized state electronic extension file location. Specialized state electronic files are created in a text (TXT) format.

The Alabama state website opens in a browser window, allowing you to upload the text file.

Notes:

• See Preparing a Return or Extension for Electronic Filing for more information about the Diagnostics report.
• See Naming Print Files for the system default naming conventions and other important considerations.