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What information do I need to file for a tax extension? - Knowledgebase / Tax Extensions - FileSmart Helpdesk

What information do I need to file for a tax extension?

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Our process guides you through what information you need to file for your tax extension.


You will need basic personal information (name, address, Social Security Number) and in the event you are planning to make a payment with your extension, it's possible you'll need some taxable income information.


It's also helpful to have your previous year's tax return on-hand during the extension request process. If you find yourself needing to track down some information to complete your extension, our system automatically saves whatever data you've already entered so you can easily come back to complete the process.