Tax Extension Filing & Follow-Up
Manages the entire extension process: filing, notification, new deadline setup, and post-extension sequence ensuring com
What This Automation Does
How It Works
Extension Needed
Deadline approaching, docs incomplete
File Extension
Prepare and file Form 4868/7004
Confirmation
What extension means, estimated payments, new timeline
SMS Confirm
'Extension filed. New deadline: Oct 15. Taxes still due now.'
Pipeline
Move to 'Extension Filed'
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
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