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CCH's Scan & Flow. I'll be taking a webinar next month.

Yes, the return must be filed and payment made by March 1. They are multiple IRS sources to confirm. In those cases, I politely terminate the call. Then call back and talk to someone else with more knowledge. When I make the initial call, I have a copy of the POA ready to fax the rep on a separate phone line.

Every like-kind exchange plan that comes to me I tell them to hire a real estate attorney to facilitate the transaction and make sure it is done within the IRS guidelines. That small fee always kills it. I'm no expert on that stuff and there are a ton of maneuvers to make in a timely manner for it to qualify and I'm not taking that liability. When I went through the EA training, their definition of "like-kind" property was very different from what people use today.

Yes, fiscal year returns and extensions are on the prior year form because 2023 forms are not ready yet. Just make sure you have the fiscal year dates correct in the return before efiling the extension.