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NY PTE - NYS Portal Export

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NY PTE - NYS Portal Export

Fasten Halberstam

NYS PTE tax election and tax return filing can only be made by NYS online portal. It would be helpful if Lacerte can calculate the tax for each partner by adding a couple of input fields so that the numbers can be plugged into the NYS portal.

Also, NYS does have an upload feature to import all the partner information. Lacerte should have a way to export the information needed for the import, in the format that NYS requires, so that it can be quickly and easily uploaded.

Thanks for the idea. We are changing the status to "Open for voting" since it is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.

Status: Open for voting
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5 Comments
jgold54
New Member

Same on proseries 

Abe Gold1
Level 1

For Lacerte to leave all the calculations and K-1 information up to the accountant is totally dropping the ball here.

IntuitGabi
Community Manager
Community Manager
Status changed to: Open for voting

Thanks for the idea. We are changing the status to "Open for voting" since it is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.

Abe Gold1
Level 1

I was sure by now Lacerte would have this built in. It is not rocket science and there's no reason it wasn't done. Other tax programs had it out months ago.

LAC_TERRY
Returning Member

It would be great if this could be automatically calculated by Lacerte

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