File a tax extension before the deadline catches you
When a client flags they're late or partner pushes for extension, Revo prepares Form 4868 or 7004, files it, and confirms with the client.
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April 15 and October 15 are not partner days. Revo handles extensions in the background so the partner sleeps.
What Revo prepares
Form 4868 (individual) or 7004 (business). pre-fills with prior-year data, estimates current-year tax for safe-harbor payment, suggests an estimated payment if needed.
What lands in the client's inbox
A confirmation that the extension is filed, the new deadline (October 15 individual, varies for business), and any estimated payment owed today to avoid penalties.
- 1
Detect the trigger
Revo recognises 'we won't have docs in time', 'extend us', and partner push-for-extension flags.
- 2
Prepare the form
4868 or 7004 pre-filled with prior-year data and current-year estimates.
- 3
File and notify
E-files via your tax software. drafts the client confirmation. logged on the engagement.
- 4
Calendar the new deadline
Sets reminders 30, 14, and 7 days before the new deadline. so October doesn't sneak up either.
Tools Revo touches for this action
Revo connects to your stack and pulls the context this action needs. Tap any tool to see the rest of what Revo runs there.
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