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Level 1
July 13, 2023
Discussion ongoing

Oregon Form MC-40 and MET-40 and payment coupons

Related products:Lacerte
  • July 13, 2023
  • 2 replies
  • 10 views

It would be nice to have the mailing addresses print on the payment coupons for these local tax filings of where the coupons and $$ is to be sent.  

Next, related to addresses. On the Form MC-40 and MET-40 the "residence address" is pulling from Screen 1.  If that address is actually the "mailing address" for the taxpayer and there is a different a difference in the "residence" and "mailing" addresses, it would be nice to have the option for the forms to fill out correctly.

Maybe the input on screen 50.028 is set up as "address if different than Screen 1" with a check box if this address is the mailing or residence address.

These local taxes are heavily based on residency and when we are not able to provide the correct addresses for the mailing versus residence it make filing tricky for the part year and non residents.

This topic has been closed for replies.

2 replies

August 16, 2023

Thanks for the idea to add mailing address to payment coupons and add mailing address option to MC-40 and MET-40. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> Lacerte Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

Level 4
August 17, 2023

Additionally:

1. These returns need to NOT PRINT with the government copy when they are being e-filed.

2. There needs to be a date field for prepayments. Payments made during the current year (2023 as example) are counted as paid in the tax year (2022) if entered into the generic "prepayment" field.