Made for CPAs
Run the Extension and Payment Risk Check
Also useful for: people in Finance
75 min
Advanced
Decisions
Get Something Done
Run a final control check on extension filings, estimated payments, safe-harbor logic, state obligations, client approvals, and proof of timely action.
Create a free account to save your progress and use this Playbook.
Use this when
You are preparing individual or business extensions, the deadline is approaching, and filing requirements, payment estimates, state treatment, authorization, or transmission readiness still need a structured final review.
You'll need
- Return scope
- Tax year and deadlines
- Jurisdiction facts
- Current tax data
- Payment history
- Estimate assumptions
- Authorization status
- E-file and payment readiness
- Client constraints
- Authority packet
You'll get
- Every federal, state, and local obligation mapped to a deadline and filing method
- Every proposed payment traced to source data and a visible calculation
- Every safe-harbor assumption supported, rejected, or marked for verification
- Every authorization and transmission blocker assigned a next action
- Every client instruction matched to the correct jurisdiction, amount, method, and deadline
- Every timely filing and payment action matched to required evidence
By the end of this playbook
You will have:
- Every federal, state, and local obligation mapped to a deadline and filing method
- Every proposed payment traced to source data and a visible calculation
- Every safe-harbor assumption supported, rejected, or marked for verification
- Every authorization and transmission blocker assigned a next action
- Every client instruction matched to the correct jurisdiction, amount, method, and deadline
- Every timely filing and payment action matched to required evidence
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
Return scope: Individual Tax year: 2025 Jurisdictions: Federal, New York resident, Connecticut nonresident under review Federal projection: $38,500 balance before extension payment Prior-year federal total tax: $96,000 Current-year federal estimates: $96,000 Expected withholding: $18,000 Authorization: Pending Readiness: Federal diagnostics cleared; New York payment prepared; Connecticut requirement unverified Client constraint: $30,000 available for immediate payment and approval expected one day before the deadline
Sample assembled prompt
Illustrative control conclusion: Federal: CONDITIONAL GO... - Payment: Recompute after reconciling the... - Blocker: Client payment authorization remains... - Evidence required: Signed or documented... New York: HOLD - Filing and... - The carried-forward overpayment must be... - Release only after the state... Connecticut: HOLD - Nonresident filing obligation... - Confirm Connecticut-source income, partnership reporting,... Top deadline blocker: Client approval for... Client response requested: Approve or reject... Filing an extension doesn't extend...