Texas Franchise Tax

Forum|Forum|2 years ago
April 14, 2024
3 replies
26 views

Does anyone know how to fix the following diagnostic:

e-file: If your combined group's total revenue for the year is less than $2,470,000, you do not need to file an Affiliate Schedule (Form 05-166). If you are electronically filing, make sure to exclude these forms before filing any Information report.

If you take off the combined information, then it also takes off the public information reports for the other entities. So frustrating have to deal with this rejection every time you go to e-file.

Lacerte has really dropped the ball with the Texas forms this year. No filing instructions if there is just a Texas Public information report required and the form is not even listed on the transmittal letter (it is having to be inserted manually-makes for a lot of extra work on something that is so simple to fix). Client still needs to know that a public information is required, and it should be listed on the transmittal letter.

This topic has been closed for replies.

Best answer by IntuitAlicia

Regarding the diagnostic messaging, specifically the portion that indicates "If you are filing electronically, make sure to exclude these forms before filing any information report."

The program does not provide a way to suppress these forms, other than removing the input that is triggering them. Once the details are removed, the information report can be electronically filed and will not be rejected due to the 05-177 or 05-166 no longer present in the filing.

Note: If either the Form 05-166 or 05-177 is required to be included in your filing, the return will need to be paper filed.

A

Anonymous

HI @sherylmac. Thanks for the report on 2023 SCO TX E-file Critical Diagnostic Ref. 60175 Generates When 05-166 is Produced With 05-102

This unexpected behavior has been reported to development for further review.

W

Wanda S

Level 3

We have also been dealing with this issue for most of this filing season. A few weeks back, Lacerte gave us a box to check that would exclude Form 05-166 Texas Affiliate Schedule when filing a combined group that only needs to file Form 05-102 Public Information Report. So we "processed" a lot of returns for client review & signature and we now are getting those signed authorizations back and ready to actually e-file the returns. However, the diagnostic is BACK and the check box is GONE!!! This is a critical diagnostic that gives us NOTHING on how to resolve the issue. We are now less than 30 days from the due date for these reports and can neither file them nor file an extension for them. SO VERY FRUSTRATING. Anything you can do on our behalf to reach out and find a solution for us or an anticipated fix date would be GREATLY appreciated!

Critical Diagnostic Warning "e-file: If your combined group's total revenue for the year is less than $2,470,000, you do not need to file a Tax Affiliate Schedule (Form 05-166) or Common Owner Information Report (Form 05-177) alone. If you are filing electronically, make sure to exclude these forms before filing any information report. If you do need to file those forms, you can include them with the return by overriding the franchise tax calculation method and file it as a conventional paper return. (ref #60174)

How do we exclude these forms?????

IntuitAlicia

Answer

Employee

Regarding the diagnostic messaging, specifically the portion that indicates "If you are filing electronically, make sure to exclude these forms before filing any information report."

The program does not provide a way to suppress these forms, other than removing the input that is triggering them. Once the details are removed, the information report can be electronically filed and will not be rejected due to the 05-177 or 05-166 no longer present in the filing.

Note: If either the Form 05-166 or 05-177 is required to be included in your filing, the return will need to be paper filed.

B

Beth S - CPA

Level 2

Replying here to agree and to get updates on this matter. The PIR/OIR needs to be listed in the client letter / filing instructions, even if an actual franchise tax return is not being filed. We also have many Texas eFile authorizations coming back, and we want to get ahead of these before D-Day on May 15! Intuit/Lacerte - PLEASE resolve these new Texas issues ASAP!

IntuitAlicia

Employee

Wanted to post this to let you know we're looking further into this. Specifically looking into the discrepancies between the program behavior/changes, the diagnostic messaging, and our supporting content.

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