Determine whether you need a filing extension or a payment extension
Gather your tax information and estimate what you owe
File the appropriate extension form with the IRS
Use IRS Free File, tax software, or a tax professional to submit the extension electronically
Submit Form 4868 for an individual income tax extension
Submit Form 7004 for certain business tax extensions
Pay any estimated tax due by the original filing deadline
Keep a copy of the extension confirmation for your records
Check your state tax agency rules for a separate state extension if needed
File your completed tax return by the extended deadline