Overview

This article provides information about generating California extension payment vouchers in Drake Tax.

California grants an automatic extension of time to file. An extension of time to file, however, is not an extension of time to pay. If tax is due, payment must be made by the original due date to avoid penalties and interest.

The extension payment voucher is not a request for an extension. It is used only to remit payment required when tax is due.

In Drake Tax:

• The voucher will not generate if the amount due is zero.

• An amount of $1 or more must be entered for the voucher to generate.

See the CA FTB Extension to file page for more information.

Individual - Form 540

To generate a CA extension payment voucher for an individual return, follow these steps:

1. Open the return.

2. Go to the STEX screen.

3. Select CA in the State/City drop-list and enter the Payment Amount.

4. In View/Print mode, CA Form 3519-V is generated. It can be mailed with a check or money order, or the taxpayer can make the payment online through the CA FTB website.

S Corporation - Form 100S

To generate a CA extension payment voucher for an S corp return, follow these steps:

1. Open the return.

2. Go to the Other tab > screen EXT.

3. Check the box Generate an extension.

4. Check the box Carry the calculated required payment amt from the voucher to the main form. This will carry the calculated required payment to the payment field on the voucher. Press F1 to see calculation details.

   • You can override the payment amount by making an entry in the Amount paid with extension box.

5. If the taxpayer wants to e-file the extension payment, select CAE for State/city selection on the PMT screen and CA EXT on the EF screen.

Corporation - Form 100

To generate a CA extension payment voucher for a corporate return, follow these steps:

1. Open the return.

2. Go to the Other tab > screen EXT.

3. Check the box Generate an extension.

4. Check the box Carry the calculated required payment amt from the voucher to the main form. This will carry the calculated required payment to the payment field on the voucher. Press F1 to see calculation details.

   • You can override the payment amount by making an entry in the Amount paid with extension box.

5. If the taxpayer wants to e-file the extension payment, select CAE for State/city selection on the PMT screen and CA EXT on the EF screen.

Partnership - Form 565

To generate a CA extension payment voucher for a partnership return that files CA Form 565, follow these steps:

To generate the California Form 3538 (Automatic Extension for LP, LLP, and REMICs):

1. Open the return.

2. Go to screen 3538.

3. Check the box Generate an extension.

4. Check the box Carry the calculated required payment amt from the voucher to the main form. This will carry the calculated required payment to the payment field on the voucher. Press F1 to see calculation details.

   • You can override the payment amount by making an entry in the Amount paid with extension box.

5. In View/Print mode, CA Form 3538 is generated. It can be mailed with a check or money order, or they can make the payment online through the CA FTB website.

Partnership - Form 568

To generate the California Form 3537 (Automatic Extension for LLCs):

1. Open the return.

2. Go to screen 3537.

3. Check the box Generate an extension.

4. Check the box Carry the calculated required payment amt from the voucher to the main form. This will carry the calculated required payment to the payment field on the voucher. Press F1 to see calculation details.

   • You can override the payment amount by making an entry in the Amount paid with extension box.

5. In View/Print mode, CA Form 3537 is generated. It can be mailed with a check or money order, or they can make the payment online through the CA FTB website.

Fiduciary - Form 541

To generate the California Form 3563 (Automatic Extension for fiduciary returns):

1. Open the return.

2. Go to screen EXT.

3. Check the box Generate an extension.

4. Check the box Carry the calculated required payment amt from the voucher to the main form. This will carry the calculated required payment to the payment field on the voucher. Press F1 to see calculation details.

   • You can override the payment amount by making an entry in the Amount paid with extension box.

5. In View/Print mode, CA Form 3563 is generated. It can be mailed with a check or money order, or they can make the payment online through the CA FTB website.