How to Create And Electronically File Form 7004 (Business Extension)

The business extension Form 7004 requires some minimal entries for transmission.

• EIN
• Business Name
• Officer/Partner Name
• Address Information
  

  

1. Click Add Form button. 
   In the All Forms & Worksheets list, locate Form 7004 and then double click it.
   

   

2. Enter the EFIN
   
3. Enter PIN numbers for the ERO, Signing officer.
4. If making a payment using electronic funds withdrawal, complete the Debit Account Information.
   Check the Transfer Bank data from CDS (Client Data Screen) checkbox to auto fill in the routing number, account number, and account type.
   Otherwise, Type the Routing Number, Account Number, Account Type, and Payment Date.
   

   

To transmit the Federal Extension

1. Click Queue  in the menu bar.
   • Clear any Verify errors that are in direct relation to the BC Form 7004 (example below)
     

     

   • The Program will show the "Return Errors and Rejects" window, if there are errors on the tax return. Because the return is not being sent at this time and only the extension is being sent, most errors (even fatal) can be ignored. 
2. To transmit the 7004, despite errors on the US and other related Business forms, click Next.
3. On the "Queue Return For Transmission" window check only the Queue Federal Extension.
4. Click Queue to prepare the extension for transmission.
   

   

5. Transmit to Central Site/Main Office. 

Article ID: 949
Created: Wed, Mar 15, 2023
Last Updated: Sat, Mar 18, 2023

Online URL: //kb.erosupport.com/article-949.html