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Level 2
February 20, 2022
Discussion ongoing

NY PTE - NYS Portal Export

Related products:Lacerte
  • February 20, 2022
  • 5 replies
  • 10 views

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.

This topic has been closed for replies.

5 replies

Level 2
February 20, 2022

Same on proseries 

Level 2
February 21, 2022

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

June 22, 2022

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.

Level 2
June 22, 2022

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.

Level 2
March 7, 2023

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