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New in 2020 Lacerte - Introducing manual entry forms

SOLVEDby IntuitLacerte Tax23Updated August 30, 2021

What are manual entry forms?

Lacerte 2020 has a new Screen 100, Manual Entry Forms in the Individual, Partnership, Corporate, S-Corporate, and Fiduciary modules. This screen is different than your typical input screen. It includes and displays fillable PDF forms that allow you to complete specific forms that aren't supported by Lacerte.

 

The list of available forms on Screen 100 will depend on the state selected on Screen 1. At this time, New York is the only state supported for tax year 2020.  

Follow these steps to enter manual entry forms in Lacerte:

  1. Go to Screen 100, Manual Entry Forms.
  2. Select the applicable form under Forms in the left menu.
  3. Click in the field you want to enter and type the applicable information.
    • You can press Tab on your keyboard to automatically move to the next field.
    • You can create multiple copies of a form, if needed.
  4. When entering the data don't enter a hyphen in the EIN and avoid any special characters.
    • Special characters will cause an e-file validation error that says "The entered value doe not match the validation patter for eFiling".
 

Once the form is completed, it'll show in bold in the Forms tab and be automatically included as a PDF attachment when the return is e-filed.  

Which forms are available?

  • NY Form IT-223, Innovation Hot Spot Deduction
  • NY Form IT-607, Claim for Excelsior Jobs Program Tax Credit
  • NY Form IT-611, Claim for Brownfield Redevelopment Tax Credit
  • NY Form IT-611.1, Claim for Brownfield Redevelopment Tax Credit
  • NY Form IT-611.2, Claim for Brownfield Redevelopment Tax Credit
  • NY Form IT-612, Claim for Remediated Brownfield Credit for Real Property Taxes
  • NY Form IT-631, Claim for Security Officer Training Tax Credit
  • NY Form IT-635, New York Youth Jobs Program Tax Credit
  • NY Form IT-637, Alternative Fuels and Electric Vehicle Recharging Property Credit
  • NY Form IT-638, START-UP NY Tax Elimination Credit
  • NY Form IT-640, START-UP NY Telecommunication Services Excise Tax Credit
  • NY Form IT-642, Empire State Musical and Theatrical Production Credit
  • NY Form IT-643, Hire a Veteran Credit
  • NY Form IT-644, Workers with Disabilities Tax Credit
  • NY Form IT-645, Recapture of START-UP NY Tax Benefits
  • NY Form IT-646, Employee Training Incentive Program Tax Credit
  • NY Form DTF-622, Claim for QETC Capital Tax Credit
  • NY Form DTF-686, Tax Shelter Reportable Transactions
  • NY Form IT-651, Recovery Tax Credit
  • NY Form IT-652, Employer-Provided Childcare Credit
  • NY Form IT-223, Innovation Hot Spot Deduction
  • NY Form IT-607, Claim for Excelsior Jobs Program Tax Credit
  • NY Form IT-611, Claim for Brownfield Redevelopment Tax Credit
  • NY Form IT-611.1, Claim for Brownfield Redevelopment Tax Credit
  • NY Form IT-611.2, Claim for Brownfield Redevelopment Tax Credit
  • NY Form IT-612, Claim for Remediated Brownfield Credit for Real Property Taxes
  • NY Form IT-631, Claim for Security Officer Training Tax Credit
  • NY Form IT-635, New York Youth Jobs Program Tax Credit
  • NY Form IT-637, Alternative Fuels and Electric Vehicle Recharging Property Credit
  • NY Form IT-638, START-UP NY Tax Elimination Credit
  • NY Form IT-640, START-UP NY Telecommunication Services Excise Tax Credit
  • NY Form IT-642, Empire State Musical and Theatrical Production Credit
  • NY Form IT-643, Hire a Veteran Credit
  • NY Form IT-644, Workers with Disabilities Tax Credit
  • NY Form IT-645, Recapture of START-UP NY Tax Benefits
  • NY Form IT-646, Employee Training Incentive Program Tax Credit
  • NY Form DTF-622, Claim for QETC Capital Tax Credit
  • NY Form DTF-686, Tax Shelter Reportable Transactions
  • NY Form Y-204, Yonkers Nonresident Partner Allocation
  • NY Form IT-651, Recovery Tax Credit
  • NY Form IT-652, Employer-Provided Childcare Credit
  • NY Form CT-651, Recovery Tax Credit
  • NY CT-652, Employer-Provided Childcare Credit
  • NY Form CT-651, Recovery Tax Credit
  • NY CT-652, Employer-Provided Childcare Credit
  • NY Form IT-223, Innovation Hot Spot Deduction
  • NY Form IT-607, Claim for Excelsior Jobs Program Tax Credit
  • NY Form IT-611, Claim for Brownfield Redevelopment Tax Credit
  • NY Form IT-611.1, Claim for Brownfield Redevelopment Tax Credit
  • NY Form IT-611.2, Claim for Brownfield Redevelopment Tax Credit
  • NY Form IT-612, Claim for Remediated Brownfield Credit for Real Property Taxes
  • NY Form IT-631, Claim for Security Officer Training Tax Credit
  • NY Form IT-635, New York Youth Jobs Program Tax Credit
  • NY Form IT-637, Alternative Fuels and Electric Vehicle Recharging Property Credit
  • NY Form IT-638, START-UP NY Tax Elimination Credit
  • NY Form IT-640, START-UP NY Telecommunication Services Excise Tax Credit
  • NY Form IT-642, Empire State Musical and Theatrical Production Credit
  • NY Form IT-643, Hire a Veteran Credit
  • NY Form IT-644, Workers with Disabilities Tax Credit
  • NY Form IT-645, Recapture of START-UP NY Tax Benefits
  • NY Form IT-646, Employee Training Incentive Program Tax Credit
  • NY Form DTF-622, Claim for QETC Capital Tax Credit
  • NY Form DTF-686, Tax Shelter Reportable Transactions
  • NY Form IT-651, Recovery Tax Credit
  • NY Form IT-652, Employer-Provided Childcare Credit

Requesting a manual entry form:

Screen 100 now has a Request a Form button. Clicking this button will let you submit a request for a manual entry form to be added. Simply fill out the agency, put in the form name and number, and select Submit. Product development will review the requests when determining what forms to add in the future.

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