How can I bulk upload Form 7004 data for multiple businesses?
1.8k views | Last modified 3/25/2024 10:41:40 AM EST | Added by ExpressExtension Team

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When uploading your Form 7004 data in bulk, you have two options. You can either upload data using your own template or use the Excel template we provide. This is the best method if you are filing for multiple businesses. 
 
Follow these steps to upload your file: 

  • Create an account or log in to your existing account. Click ‘Create Business Tax Extension (Form 7004)’ on the dashboard.

 

  • Click the 'Form 7004 Bulk Upload' button on the Business Details page. 

  • Download the template and enter all the required information in the downloaded Excel template. Follow the instructions provided in the template, and don’t change the sheet's name. Once done, upload the completed file.

  • After you upload the file, you will be able to preview and check the information you provided. When you are ready to proceed, click ‘Continue to Import’ and proceed with the filing.

 

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