ExpressExtension Support

General Instructions

• The sheet name & column headers should not be changed.
• Only approved special characters are permitted.
• Make sure your file is not protected.
• To add holding company details, you must edit the return to include them.
• The size of the file should be less than 20 MB.

Field Name

Max Length

Input Characters

Business Name

75

Only Characters, Numbers And Space Between Characters Are Allowed

EIN

9

Numbers and hyphen (12-2345675 or 123456789)

Is Foreign Address

-

Choose from drop down - Yes or No

Country (If Foreign Address)

-

Choose from drop down

US Address1

35

Alphabets, Numbers, /, -, and \.Other special characters like [&()] are not allowed

US Address2

35

Alphabets, Numbers, /, -, and \.Other special characters like [&()] are not allowed

US City

22

Alphabets and Space

US State

-

Choose from drop down

US Zip Code

10

Numbers and hyphen (34567-0675 or 34567 or 345670675)

Foreign Address 1

35

Alphabets, Numbers, /, -, and \.Other special characters like [&()] are not allowed. This field is mandatory if you have selected 'YES' for 'Is Foreign address' field.

Foreign Address 2

35

Alphabets, Numbers, /, -, and \.Other special characters like [&()] are not allowed.

Foreign City

22

Alphabets and Space. This field is mandatory if you have selected 'YES' for 'Is Foreign address' field.

Foreign State

17

Alphabets. This field is mandatory if you have selected 'YES' for 'Is Foreign address' field.

Foreign Country

-

Choose from drop down.This field is mandatory if you have selected 'YES' for 'Is Foreign address' field.

Foreign ZIP or Postal Code

12

Numbers, Special characters and Alphabets.This field is mandatory if you have selected 'YES' for 'Is Foreign address' field.

Day Time Contact Number

15

Numbers, hyphen and brackets.

Email Address

50

Alphabets, Numbers and Special Characters

Primary Contact Name

35

Alphabets and Space

Title

35

Alphabets and Space

Phone Number (Business Primary Contect)

15

Numbers, hyphen and brackets ( Eg: (467) 345-7564 or 4673457564)

Select Form

-

Choose from drop down

Tax Year Type

-

Choose from dropdown ( Calendar year or Fiscal year). By default, the calendar tax year is set to 2024.

TY Begin Date(If Fiscal Year)

10

Numbers Format (MM/DD/YYYY). Mandatory if Fiscal year is selected

TY End Date(If Fiscal Year)

10

Numbers Format (MM/DD/YYYY). Mandatory if Fiscal year is selected

Select the reason for short tax period (less than 12 months)

-

Choose any one from the drop down ( Initial Return, Final Return, Change in Accounting period, Consolidated Return and Other Reasons)

Explain the reason for short tax period (only if other reason selected)

500

Alphabets, Numbers and Special Characters.Enter the reason here if you have chosen 'other reasons' in the short tax period drop down.

Is the organization a Foreign Corporation that does not have an office in US?

-

Choose from drop down - Yes or No ( If your business is located outside U.S)

If the organization is a corporation or partnership that qualifies under Regulations section 1.6081-5.

-

Choose from drop down - Yes or No

Tentative Tax

10

Numbers

Total Payments and Credits

10

Numbers

Balance Due

10

Do not enter the amount here. The amount will be auto calculated from Tentative tax and Total payment credits.

Payment Option

-

Choose from drop down - EFW or EFTPS

Account Type(If EFW is selected)

-

Choose from dropdown- Checkings or Savings

Bank Account Number(If EFW is selected )

17

Numbers

Bank Routing Number(If EFW is selected)

9

Numbers

Payment Request Date(If EFW is selected )

10

Numbers and '/' use this format - MM/DD/YYYY

TaxPayer Day Time Phone(If EFW is selected )

15

Numbers

5-digit EFW PIN (If EFW is selected)

5

Enter any 5 digit PIN as your Electronic Fund Withdrawal PIN. Ex:43243