To provide step-by-step instructions on generating and processing a file for NY PTET / NYC PTE in 1065 and 1120S returns to upload to the state of New York.

• CCH® ProSystem fx® Tax
• CCH Axcess™ Tax
• Partnership – 1065
• S Corporation – 1120S
• Worksheet View – WSV
• Interview Forms – IVF
• New York State - NYS
• New York City - NYC
• Pass Through Entity Tax - PTET

Generate and Process Passthrough Entity Tax Calculation(s)

1065

• New York State - Worksheet View - Interview Forms
• New York City

1120S

• New York State - Worksheet View - Interview Forms
• New York City 

Important Notes:

Before continuing, please see NYSTaxDept Video: Pass-Through Entity Tax Annual Filing Demonstration

• If number of partners or members is less than 100 then member data can be manually entered online and no file upload is required. 
  1. Go to https://www.tax.ny.gov/e-services/ptet/instructions.htm#annual-election log-in and follow the steps in the video demonstration.
  2. Enter total pass-through entity taxable income of NYS and/or NYC, and webfile system will next calculate pass-through entity tax due based on amount(s).
  3. Add each member and their relevant information as required with red asterisk * and their share of the NYS and (or) NYC PTET. 
• If number of partners or members is greater than 100, then member data must be provided by file upload as instructed below.
  1. Go to https://www.tax.ny.gov/e-services/ptet/instructions.htm#annual-election log-in and follow the steps in the video demonstration.
  2. Enter total pass-through entity taxable income of NYS and/or NYC, and webfile system will next calculate pass-through entity tax due based on amount(s).
  3. Browse and upload .csv .txt file created from steps listed (below).

Create NY PTET Partner Information .csv / .txt file for Online Submission (below process is only available in worksheet view)

1. Go to New York State Worksheet > PTET Credit > PTET Worksheet / Export (Options/Export) worksheet > expand section PTET Export.
2. Select Export:
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3. Select Export this grid to a spreadsheet with all data entered: 
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   • (Prosystem fx Tax) Select OK.
4. Select the location where the file should be saved.
5. Select Save.
6. Excel file should open with the saved file from Step 6.
7. With the opened Excel file, select File > Save As and with Save as type, choose .CSV (Comma delimited) (*.csv):
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8. Select Save.
9. Edit the .csv file from Step 8 to remove the first 6 rows of the file:
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10. Edit the .csv file to remove any extra rows of the file:
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11. Save .csv file.
12. Open in Notepad to ensure data is comma delimited, and all necessary information is present.
13. (Optional) Save the Notepad document as a .txt file.

Submit NYS PTET / NYC PTE via Webfile

• You can upload either of the following files to NY website (full instructions are located at this NY site starting point):

• .csv file from Step 12; or 
• .txt file from Step 14

N/A