PA State Tax Return Attachments
We have discovered that Lacerte does not transmit other state tax returns when our clients e-file Pennsylvania (PA) income tax returns and have other state tax liabilities. PA requires other state tax returns to be attached to substantiate the PA resident credit. When printing a government filing copy of the PA return, the other state returns are included. Not attaching other state tax returns to e-filed PA returns has caused multiple clients to be assessed by the state and file appeals, which is costly for them. We have been forced to manually attach PDF copies of the other state returns for each PA return that includes a resident credit, which is time consuming and costly. We are requesting that Lacerte change the e-file protocols to include the other state tax returns in the e-file when a resident credit is claimed for taxes paid to other states to improve efficiency.
