Extended Tax Return Practice Engine Process Extended Tax Return Practice Engine Process You need to first extend the return in CCH Axcess TaxPrepare the appropriate form and then go to File, Export, Electronic Filing, Extension After the return has been extended in CCH Axcess Tax, you will extend the job in Practice Engine following these steps: Electronically Filed Extensions On the Jurisdictions tab of the job, you should have a Federal Jurisdiction as well as any state(s) that you are filing in. For the ones that are being Electronically Extended, you must change the status of each jurisdiction to E-Extension. This will notify the IT team that the extension needs to be released electronically. Once the IT team has released the extension, the status will change to Extension Exported You will also notice that the due date of each jurisdiction that you changed the status for has been updated to the extended due date. For those states that accept the federal extension, you need to change the status Accepts Federal. This ensures that the due date for each state is accurate. The Supervisor will deliver the Clients’ extension package directly to the client. If there are paper deliverables that KSM needs to mail, please FORWARD the job to Tax Processing and advance the workflow status to PREPARE FOR DELIVERY. Please leave delivery instructions in PE on the delivery page and note that they are for extensions. Paper Filed Extensions If any of your jurisdictions are paper filed for the extension you must change the status to Paper Extended. Paper deliverables that KSM needs to mail, please FORWARD the job to Tax Processing and advance the workflow status to PREPARE FOR DELIVERY. Please leave delivery instructions in PE on the delivery page and note that they are for extensions.
