How do I file Form 8868 online with TaxZerone?

Filing Form 8868 (Application for Extension of Time to File an Exempt Organization Return or Excise Taxes Related to Employee Benefit Plans) is simple with TaxZerone. This article walks you through the complete e-filing of IRS Form 8868 process step by step. 

Step 1: 

• Sign in to your TaxZerone account using your credentials or Sign up to create an account to get started. 

Step 2: 

• From the dashboard, click on the “Start” button and select “New Form” from the dropdown menu. 

Step 3: 

• In the Extension Forms section, choose Form 8868 to request a 6-month filing extension for your exempt organization. 

Step 4: 

you can add filer details by choosing any 1 of the options below: 

• Add New Organization: New to TaxZerone? Select the tax year and add your new business/Individual details to your account to get started with filing.
• Select From Address Book: Already saved your organization details? Choose the tax year and select an existing organization from your Address Book to continue filing. 
• EINFinder: Just enter your organization’s EIN, and we’ll automatically pull in details from your previous IRS filings to save you time. 

Step 5: 

• Your basic details such as name, Filer EIN/SSN, address and Zip Code will be auto filled. 
• Choose the return code for the form you are going to file an extension. 

Note: Part III will be enabled only when Form code 5330 or 4720 is selected. 

Part II: Automatic Extension of Time To File for Exempt Organizations 

• Choose whether the books are in the care of a business or an individual by selecting the appropriate option and enter the Business/ Person name, complete address with Phone number. 
• For Organizations without a U.S. office: If your organization doesn’t have an office in U.S, check the box. 
• Group Return Filers: Check the box, if you are filing as a group return. 

• Line 1: Select whether you are a calendar year or fiscal year filer. If you are a fiscal year filer, select the start and end dates of your tax period. 

• Line 2: If your tax period is less than 12 months, check the reason that applicable: 
  • Initial Return 
  • Final Return 
  • Change in accounting period 

Line 3a to 3c: 

• If you are filing an extension for any form other than Forms 990-PF, 990-T, 4720 or 6069, you can skip these lines. 

Step 6: 

• Choose the pricing model that fits better for your needs. 

Tip: You can efile Form 8868 for free when you prepay your filing fee for Forms 990/ 990-EZ/ 990-PF/ 990-T/ 5227 with TaxZerone.  

• Choose any add-on services (Text alert, Postal Mailing, Fax Alert) if required. 
• Enter your card details to make a payment and click on “Pay & e-file” to transmit your return to the IRS.