F&E-9 - Extension for Filing the Franchise and Excise Tax Return

Public Chapter 559 (2021) changes the F&E filing extension period from six months to seven months. F&E-9 has been updated to reflect this change.

For tax years beginning on or after January 1, 2021, a taxpayer will be granted an automatic seven-month filing extension, if:

  • A sufficient extension payment is made on or before the original due date of the return; or
  • The taxpayer anticipates that it will be due a credit or refund of tax with its return, in which case the taxpayer does not need to make an extension payment.

If the taxpayer anticipates that it will owe tax with its return, the taxpayer must make an extension payment equal to the lesser of:

  • 90% of the current tax year liability (to be determined by the filed return); or
  • 100% of the prior tax year liability (must be annualized* if the prior tax year is a short period).
  • If the taxpayer had a zero-tax liability for the prior tax year, the required extension payment is $100.

If a taxpayer does not meet the extension payment requirements indicated above or does not file the return by the extended due date, the taxpayer’s extension will be invalidated. In this case, penalty and interest will apply as though the extension had not been granted.

A taxpayer may make an extension payment in TNTAP. When filing the franchise and excise tax return on TNTAP, a taxpayer should check “yes” when asked “Have you filed for an extension?” 

Taxpayers who qualify for an exception from the electronic filing requirement may submit a paper Form FAE173 to request an extension.

* Annualized Tax = (Tax Liability Reported on Return x 365.25) ÷ Number of Days in Short Tax Period

The previous version of F&E-9 is available here.

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