ExpressExtension Support
Find answers to your questions.How to bulk upload Form 4868 data?
You can use our ‘Bulk Upload’ option to file your multiple extension forms simultaneously. To upload your Form 4868 data in bulk, follow these steps:
Step 1: Sign in to your ExpressExtension account.
Step 2: Click ‘Create Personal Tax Extension (Form 4868)’ on the dashboard.
Step 3: Navigate to the 'Multiple 4868 Forms' option to file multiple personal tax extensions.
Step 4: Download the CSV template and enter all the required information.
Step 5: Follow the instructions provided in the template and ensure the sheet's name remains unchanged.
General Instructions
- The sheet name & column headers should not be changed.
- Only approved special characters are permitted.
- Make sure your file is not protected.
- Do not leave your SSN empty as our application cannot import your return without SSN.
- The size of the file should be less than 20 MB.
Field Validations
Field Name |
Max Length |
Input Characters |
Single or Joint Filing |
- |
Choose the type of return (single return for an individual or Joint return for an Individual and his/her spouse) from the drop down |
First name |
35 |
Only alphabets, hyphen, and single space are allowed.Other special characters like [&()] and Numbers are not allowed |
Middle name |
1 |
Only one alphabet is allowed |
Last name |
35 |
Only alphabets, hyphen, and single space are allowed.Other special characters like [&()] and Numbers are not allowed |
Suffix |
- |
Choose from the drop down, if applicable |
SSN |
9 |
Numbers and hyphen (12-2345675 or 123456789) |
Day Time Phone Number |
14 |
Numbers, hyphen and brackets ( Eg: (467) 345-7564 or 4673457564) |
Spouse First Name (If joint filing) |
35 |
Only alphabets, hyphen, and single space are allowed.Other special characters like [&()] and Numbers are not allowed |
Spouse Middle Name (If joint filing) |
1 |
Only one alphabet is allowed |
Spouse Last Name (If joint filing) |
35 |
Only alphabets, hyphen, and single space are allowed.Other special characters like [&()] and Numbers are not allowed |
Suffix (If joint filing) |
- |
Choose from the drop down, if applicable |
Spouse SSN (If joint filing) |
9 |
Numbers and hyphen (12-2345675 or 123456789) |
Spouse Day Time Phone Number (If joint filing) |
14 |
Numbers, hyphen and brackets ( Eg: (467) 345-7564 or 4673457564) |
Is Foreign Address (Yes/No)? |
- |
Choose from drop down - Yes or No |
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 Zipcode |
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. |
Select 'Yes' if the taxpayer is a US citizen or resident and qualifies for "Out of Country" status. |
- |
Choose Yes/No from the drop down. |
Select 'Yes' if the taxpayer files 1040NR or 1040NR-EZ and does not receive a wage that is subject to income tax withholding. |
- |
Choose Yes/No from the drop down. |
Does the taxpayer owe taxes to the IRS? |
- |
Choose Yes/No from the drop down. |
Total Tax Liability For The Year (If 'Yes') |
8 |
Enter the taxpayer’s total tax liability For The Year |
Total Payments Made For The Year |
8 |
Enter any payments the taxpayer has made towards the taxes owed. |
Balance Due To The IRS |
8 |
Taxpayer’s total tax liability minus any payments made. |
Amount to be paid to the IRS |
8 |
The Taxpayer Must Pay The IRS this Amount |
IRS Payment Option |
- |
Choose from drop down - EFW or Check/Money Order or Debit/Credit Card. |
Account Type(If EFW is selected) |
- |
Numbers Format (MM/DD/YYYY). Mandatory if Fiscal year is selected |
Bank Account Number(If EFW is selected ) |
17 |
Numbers |
Bank Routing Number(If EFW is selected) |
9 |
Numbers |
Primary TaxPayer's Day Time Phone(If EFW is selected ) |
14 |
Choose from drop down - Yes or No ( If your business is located outside U.S) |
Primary Tax Payer's 5 digit PIN |
5 |
Numbers. It can be any five digits ex. 12345 though it cannot be all zeros. |
Primary Tax Payer's Date of Birth (If joint filing) |
- |
Numbers Format (MM/DD/YYYY).Enter the taxpayer date of birth |
Spouse 5 digit PIN (If join filing) |
5 |
Numbers. It can be any five digits ex. 12345 though it cannot be all zeros. |
Spouse Date of Birth (If joint filing) |
- |
Numbers Format (MM/DD/YYYY).Enter the spouse date of birth |
Primary Tax Payer's Previous Year's AGI |
8 |
Enter the previous year's AGI(Adjusted Gross Income) of the primary tax payer |
Primary Tax Payer's Previous year's PIN |
5 |
Numbers. It can be any five digits ex. 12345 though it cannot be all zeros. |
Spouse's Previous Year's AGI (If joint filing) |
8 |
Enter the previous year's AGI (Adjusted Gross Income) of the spouse |
Spouse's Previous year's PIN (If join filing) |
5 |
Numbers. It can be any five digits ex. 12345 though it cannot be all zeros. |
Step 6: Once you have completed the template, upload the file or drag and drop it. Only CSV files are supported. Then, click 'Upload.'
Note: Currently, ExpressExtension only supports the CSV file format. If you have converted and opened the downloaded template in another file format, you must convert it back as CSV before uploading it to our system.
Step 7: You'll get a preview of your imported details; ensure the information is correct. Once you've checked, click the 'Continue to Import' button.
Step 8: Here's the summary of your uploaded file. Click 'Continue Filing'. If there are any errors in the file, click 'View Errors' to export them in Excel format to fix the error.
Step 9: All your in-progress returns are listed here. If you want to file them in bulk, select the returns appropriately and click 'Continue to Audit.'
Step 10: Our system has audited your extension form based on the IRS business rules. If there are any errors, you can fix them and proceed to transmit.
Disclaimer: The integrated Tax Audit verifies that all required fields have been completed. Successfully passing this audit does not guarantee acceptance by the IRS. The IRS is the sole entity able to authorize the acceptance and verify the accuracy of the information entered on your return.
Step 11: Proceed to payment and transmit the form. After transmission, track the status of your return in the dashboard.
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