due dates and efile extensions

I'm not quite sure what you mean, Sammi. The extension due date is whatever it is.  Did you mean you wanted to override certain clients and tell them they had to get it done by 4/1, while everybody else gets it done by 4/15?

Or did you mean you want to change the due date of the eventual return, precisely because it's on extension?  Lacerte does that automatically.

I don't see what a batch e-file should have to do with it.  If you're doing a corporate client whose 7004 is due on 3/15, and whose state extension is due on 4/15, and you're also doing a fiscal-year corporate client whose 7004 is due 4/15 and state extension is due 5/15, and you batch them all right now, all the extension cover letters and instruction sheets should tell the right client to do things by the right date.

Hello,

It seems that Lacerte changes the dates automatically for me when I go into each client and do the 7004 but for some reason it is not updating the due dates when I do an efile batch extension? Iit still shows the original due date and I then have to go into each client and manually fill out the 7004 for the dates to change (even though I am getting an acceptance for the original efile ext. from the IRS). Have you done a batch efile extension? I think this is where I am having trouble. Thx

I'm not sure what you're doing, Sammi.  Do you mean you're not going into each client and checking off "1 for Federal extension" in Screen 9 (or whatever it is), but you're just saying "Print a whole batch of 7004's even though I haven't yet prepared the 7004?"

If you're printing a "bull-squat" 7004, of course Lacerte isn't going to change the due date on the screen of client names to "return is due 9/15/10," but it will leave it as "return is due 3/15/10."

Is THIS the "due date" you mean -- the one on your "display"?  You don't mean anything about "filing instructions?"

I would go into each client and fill out the "extension" screen, to make it official that they're going on extension.  I then usually change the status to "on extension."  Then, whether I print the extensions as a batch, or print them one by one, my "display" will show the relevant clients as "due 9/15/10."

Hope this helps.