Prepare Form 51 extension

Details on Form 51 payment voucher and criteria

Idaho doesn't have an extension request. Filing federal Form 4868 for Idaho purposes has no effect on the calculation of penalties.
The Idaho State Tax Commission doesn't accept Form 51 without payments.
The Idaho State Tax Commission doesn't accept e-filed Form 51 payments for extension.
The Idaho State Tax Commission does give a means for taxpayers to make payments online or via telephone.

The taxpayer pays at least 80 percent of the current year tax liability or 100 percent of the prior year tax liability by the original due date, April 18, 2023.
Taxpayer files Form 40 or 43 by the extended due date, October 16, 2023.
The taxpayer pays the remainder of the tax due by the extended due date, October 16, 2023.

Enter extension data

Have UltraTax CS calculate a balance due with Form 51 based on the current data entry and calculations on the return
:
Enter
1
in the
Calculate Extension
field on the
IDExt
screen to calculate the total amount due.
Enter
Setup2
in the
Calculate Extension
field on the
IDExt
screen to calculate the extension for the minimum amount necessary to avoid a penalty.
Force the extension payment amount with Form 51
: Enter an amount in the
Balance due on extension (Force)
field or the
Estimate of total tax liability (Force)
field on the
IDExt
screen.
If there's no balance due, or no calculated amount
: Per the request of the Idaho tax commission, UltraTax CS doesn't produce Form 51 if there's no payment amount. The form is meant solely as a voucher that accompanies a payment.

Print the extension

Prepare the return after filing an extension

Amount actually paid with extension
: The amount paid with the extension is reported on the line for Form 51 payments on Form 40 or Form 43. Enter the amount on the
IDExt
screen in the
Extension payment actually made; reportable on main return
field. UltraTax CS populates this field when you create the extension if the application calculated the amount, or if you forced the amount. Change the data entry for this amount if the taxpayer paid some other amount.
Date return filed
: Enter the
Date return filed
on the
IDPen
screen. If the date exceeds the extended due date, UltraTax CS calculates a late penalty on the unpaid balance due.
Copy of the extension is not required
: Idaho doesn't need a copy of Form 51 attached to the return.