Is there an option for Tax Professionals to bulk upload their clients’ Form 8868 data?
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Last modified 3/15/2023 4:12:21 AM EST |
Added by ExpressExtension Team
Applicable To
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Yes, ExpressExtension has a bulk upload feature that allows tax preparers to easily upload their clients’ Form 8868 information in bulk.
Follow the steps below for bulk uploading:
- Create an account or log in to your existing ExpressExtension account
- Choose the bulk upload method
- Download our Form 8868 Excel Template and save it to your computer.
- Enter all the required information in the downloaded excel template. Follow the instructions provided in the template, and don’t change the name of the sheet.
- Upload the completed file from your computer.
- 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’.
So, that’s all about the steps for a tax professional to bulk upload their client's Form 8868 data in ExpressExtension.