The Gazette
Tutorial4 steps1 min
How to file a Form 4868 extension in 3 minutes
Step-by-step: open the lead, start a 4868, estimate the liability, submit. Three minutes start to IRS ack.
T
TaxWallet Newsroom
June 11, 2026
Extension requests look heavy on paper but TaxWallet collapses them to four taps. Use this when a client needs more time to gather W-2s, 1099s, or business records, and you want the IRS confirmation in hand the same day.
Open the lead
From the Leads Directory, tap the client's row to open the profile.
Start a return → 4868
Hit the green "+ Return" button, pick Form 4868 — Extension from the type chooser. We pull the client's SSN, address, and last year's AGI automatically.
Estimate the liability
Enter the total tax estimate (line 4) and any payments made so far (line 5). TaxWallet computes line 6 for you and warns if the underpayment looks high.
Submit + collect ack
Tap Submit. The IRS ack comes back in ~30 seconds and lands on the Activity tab — print or text it to the client as a receipt.
Common pitfalls
- An extension extends the filing deadline, not the payment deadline. Make sure the client knows their balance is still due on April 15.
- If the client has a state return, check whether the state auto-grants an extension when the federal one is filed. Most do, a few don't — there's a quick reference card linked from the form itself.
That's it. Three minutes, IRS confirmation in hand, client on their way.
#tutorial#form-4868#extension#workflow