How to prepare and track an extension
For your Pixie CRM team: Follow the Extensions workflow in Pixie CRM to prepare and track an extension.
Before you start
Required access: Prepare returns / extension action permission. The module must be enabled and its installed version ready for your workspace. Select the intended taxpayer, authority and period before changing a record.
How to prepare and track an extension
- Choose Taxpayer and optionally Existing return.
- Select Authority, Tax type, Return type and Tax year.
- Enter Original filing due, Estimated tax and Extension payment; choose Prepare extension.
- Inspect Federal, state & local extensions and use Update with supported status/evidence only when the corresponding event occurred.
Controls and limits
- An extension record does not itself transmit an extension request.
- A filing extension does not automatically extend payment time; consult the applicable authority requirement.
Check the result
Reopen the affected record and confirm the taxpayer, period, saved values and status. For external actions, inspect the actual authority acknowledgement or settlement evidence; a local saved or queued state is not acceptance.
If you cannot continue
Read the displayed validation or readiness message. Check the module version, role, source scope, authority, period and current approval evidence. If another person changed the record, refresh and review the current version. Give support the screen, error wording and correlation reference; keep passwords, one-time codes and tax identifiers out of public messages.