Knowledge Base Solution - Passthrough entity tax (PTET) topics for 1065 and 1120S returns using CCH Axcess™ Tax and CCH® ProSystem fx® Tax.

Passthrough entity tax (PTET) topics for 1065 and 1120S returns using CCH Axcess™ Tax and CCH® ProSystem fx® Tax.

Article Type:
Documentation
Last Modified:
03/26/2023

Objectives

To learn about 2021 and 2022 Passthrough entity tax (PTET) topics for 1065 and 1120S returns using CCH Axcess™ Tax and CCH® ProSystem fx® Tax.

Environment

CCH Axcess
CCH® ProSystem fx Tax
CCH Axcess Tax
1065
1120S

Details

State	System	Link to Article
Alabama	1065	How do I generate Alabama Electing Pass-Through Entity Payment Return Form EPT in a 1065 return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax? How do I generate Alabama Electing Pass-Through Entity Payment Return Form EPT with an 1065 return using interview forms in CCH® ProSystem fx® Tax?
Alabama	1065	How do I generate Alabama Electing Pass-Through Entity Payment Return Form EPT with an 1120S return using worksheet view in CCH® ProSystem fx® Tax and CCH Axcess™ Tax? How do I generate Alabama Electing Pass-Through Entity Payment Return Form EPT with an 1120S return using interview forms in CCH® ProSystem fx® Tax?
Arizona		How do I elect an Arizona partnership to pay passthrough tax at the entity level with a 1065 return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax? How do I elect an Arizona S Corporation to pay passthrough tax at the entity level with an 1120S return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax?
Arkansas		Arkansas PET (Pass-Through Entity Tax) AR1100PET - 1065 - Tax Year 2022 How do I prepare Arkansas passthrough entity tax AR1100PET with a 1065 return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax?
Arkansas		Arkansas PET (Pass-Through Entity Tax) AR1100PET - 1120S - Tax Year 2022
California	1065 / 1120S	California-PTE-2022-Questions-and-answers? CCH Axcess™ Tax and CCH® ProSystem fx® Tax: 2021 California 3804 and 3893 Passthrough Entity Tax (PTET) topics for Partnership and S Corporation returns. How do I prepare California Form 592-PTE in a 1065 return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax worksheet view? How do I prepare California Form 592-PTE in a 1065 return using CCH® ProSystem fx® Tax interview forms? How do I prepare California Form 592-PTE in an 1120S return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax worksheet view? How do I prepare California Form 592-PTE in an 1120S return using CCH® ProSystem fx® Tax interview forms?
Colorado		How do I prepare Colorado DR 1705 SALT Parity Act Election Form and populate DR 0106, lines 17-20, with a 1065 return using CCH® ProSystem fx® Tax and CCH and Axcess™ Tax?
Connecticut		Connecticut Pass-Through Entity Tax Return (PTE) Information - 1120S - Tax Year 2022
Georgia		Georgia-PTE-Election-2022-Questions-and-Answers? How do I elect a Georgia Form 700 partnership to pay pass through tax at the entity level with a 1065 return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax?
Hawaii		Not yet proposed or enacted PTE taxes
Idaho	1065 / 1120S	Idaho Form 65 Affected Business Entity Election (ABE) - 1065 - Tax Year 2022 Idaho Form 41S Affected Business Entity Election (ABE) - 1120S - Tax Year 2022 How do I prepare Idaho PTE-NROA with a 1065 return using worksheet view in CCH® ProSystem fx® Tax and CCH Axcess™ Tax? How do I prepare Idaho PTE-NROA, PTE-01, PTE12 in an 1120S return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax worksheet view?
Illinois	1065 / 1120S	IL PTE Calculation for tax year 2022 How do I generate Illinois IL PTE Income Worksheet in a 1065 return using CCH® ProSystem fx® Tax CCH Axcess™ Tax? How to generate Illinois IL PTE Income Worksheet in an 1120S return using CCH® ProSystem fx® Tax CCH Axcess™ Tax?
Indiana		SB 2 in committee
Iowa		Iowa PTE-C Information - 1120S - Tax Year 2022 How do I prepare Iowa PTE-C with a 1065 return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax?
Kansas		Kansas K-120S Pass Through Entity Tax information - 1065 - Tax Year 2022 How do I elect Kansas K-120S to be subject to tax with a 1065 return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax?
Kansas		Kansas K-120S Pass Through Entity Tax information - 1120S - Tax Year 2022
Kentucky		HB 37 in committee
Louisiana		How do I generate Louisiana Form R-6981 and R-6982 with a 1065 return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax?
Maine		Not yet proposed or enacted PTE taxes
Maryland	1065 / 1120S	Maryland Form 511 Pass-Through Entity Election Income Tax Return - 1065 - Tax Year 2022 How do I generate Maryland Form 511 in a 1065 return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax worksheet View? How do I generate Maryland Form 511 in a 1065 return using CCH® ProSystem fx® Tax interview view?
Maryland	1065 / 1120S	Maryland 511 Pass-Through Entity Election Income Tax Return - 1120S - Tax Year 2022 How do I generate Maryland Form 511 in an 1120S return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax worksheet View? How do I generate Maryland Form 511 in an 1120S return using CCH® ProSystem fx® Tax interview view?
Massachusetts	1065 / 1120S	MA Form 63D-ELT, Entity Level Tax How do I generate Massachusetts Form 63D-ELT and M-63D-EXT in a 1065 return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax?
Massachusetts	1065 / 1120S	How do I generate Massachusetts Form 63D-ELT and M-63D-EXT in an 1120S return using CCH® ProSystem fx® Tax interview view? How do I generate Massachusetts Form 63D-ELT and M-63D-EXT in an 1120S return using CCH® ProSystem fx® Tax or CCH Axcess™ Tax in worksheet view?
Michigan		Can I prepare Michigan Flow Through Entity Annual Return in a 1065 return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax?
Minnesota	1065	Minnesota Passthrough Entity Tax Schedule PTE - 1065 - Tax Year 2022 Minnesota Passthrough Entity Tax Schedule PTE - 1120S - Tax Year 2022 How do I prepare Minnesota Sch PTE in a 1065 and 1120S return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax?
Mississippi	1065	Mississippi Pass-through Entity Election - 1065 - Tax Year 2022
Missouri		How do I prepare Missouri Form MO-PTE with a 1065 and 1120S return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax?
Montana		Not yet proposed or enacted PTE taxes.
Nebraska		Not yet proposed or enacted PTE taxes.
Nevada		Not yet proposed or enacted PTE taxes.
New Hampshire		No owner-level personal income tax on PTE Income.
New Jersey	1065 / 1120S	NJ-PTE-100-Pass-Through-2022-Business-Alternative-Income-Tax-Return-Scorp? NJ-PTE-100-Pass-Through-2022-Business-Alternative-Income-Tax-Return-1065? How do I prepare New Jersey PTE-100 Pass Through Entity Business Alternative Income Tax (BAIT) in a 1065 return using CCH® ProSystem fx® Tax CCH Axcess™ Tax? How do I prepare New Jersey Extension Form NJ-PTE-200-T in a 1065 return using CCH® ProSystem fx® Tax interview forms? How do I generate New Jersey Form NJ-PTE-200-T in a 1065 return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax worksheet view? How do I generate New Jersey Form NJ BAIT / PTE Form - PTE-100 / PTE-150 / PTE-200-T in a 1120S return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax?
New Mexico	1065 / 1120S	New Mexico S-Corp Sub-Chapter S Corporate Income and Franchise Tax return - 1120S - Tax Year 2022 New Mexico RPD-41367 - 1120S - Tax Year 2022
New Mexico	1065 / 1120S	New Mexico PTE - 1065 - Tax Year 2022 New Mexico RPD-41367 - 1065 - Tax Year 2022 How do I prepare New Mexico Entity Level Tax with a 1065 return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax?
New York	1065 / 1120S	New York PTET - 1065 - Tax Year 2022 NY / NYC PTE 2022 Information CCH Axcess™ Tax and CCH® ProSystem fx® Tax: 2021 New York Passthrough Entity Tax (PTET) topics for Partnership and S Corporation returns.
New York City	1065 / 1120S	NY / NYC PTE 2022 Information How do I prepare New York City PTE Wkst - Computation of Pass Through Entity Taxable Income with a 1065 return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax?
North Carolina		How do I elect North Carolina to be a taxed partnership with a 1065 return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax?
North Dakota		Not yet proposed or enacted PTE taxes.
Ohio		Ohio-PTE-2022-Return-information? How do I prepare Ohio Form IT 4738 - Pass-Through Entity Income Tax with a 1065 return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax?
Oklahoma		How do I generate Oklahoma Form 587-PTE in a 1065 return using CCH Prosystem fx Tax and CCH Axcess Tax worksheet view? How do I generate Oklahoma Form 587-PTE in an 1120S return using interview forms?
Oregon		Oregon state Passthrough Entity Tax Q/A - 1065 - Tax Year 2022 Oregon state Passthrough Entity Tax Q/A - 1120S - Tax Year 2022 How do I prepare Oregon passthrough entity tax with a 1065 return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax?
Pennsylvania		Not yet proposed or enacted PTE taxes.
Rhode Island	1065 / 1120	How do I generate Rhode Island form RI-PTE in a 1065 return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax worksheet view? How do I generate Rhode Island form RI-PTE in a 1065 return using CCH® ProSystem fx® Tax interview view? How do I generate Rhode Island form RI-PTE in an 1120S return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax worksheet view? How do I generate Rhode Island form RI-PTE in an 1120S return using CCH® ProSystem fx® Tax interview view?
South Carolina	1065 / 1120S	How do I elect to prepare South Carolina I-435 - Active Trade or Business Income Election with a 1065 return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax? How do I elect to prepare South Carolina I-435 - Active Trade or Business Income Election with an 1120S return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax?
South Dakota		No owner-level personal income tax on PTE income
Tennessee		No owner-level personal income tax on PTE income
Texas		No owner-level personal income tax on PTE income
Utah		Can I prepare tax year 2022 Utah passthrough entity tax with a partnership 1065 or S corporation 1120S return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax?
Virginia		How do I prepare Virginia 502PTET with a 1065 using CCH® ProSystem fx® Tax and CCH Axcess™ Tax?
Vermont		Proposed
Washington		No owner-level personal income tax on PTE income
West Virginia		Not yet proposed or enacted PTE taxes.
Wisconsin	1065 / 1120S	Wisconsin Entity-Level Tax - 1065 - Tax Year 2022 Wisconsin Entity-Level Tax - 1120S - Tax Year 2022 How do I generate Wisconsin Schedule 3-ET with a 1065 return using worksheet view in CCH® ProSystem fx® Tax and CCH Axcess™ Tax? How do I generate Wisconsin Schedule 3-ET with a 1065 return using interview forms in CCH® ProSystem fx® Tax?
Wyoming		No owner-level personal income tax on PTE income

Additional Information

AICPA: States with Adopted or Proposed Pass-Through Entity (PTE) Level Tax U.S Map.

Solution Id	000154482/000138608
Direct Link

Tax, Accounting, & Audit Support

Passthrough entity tax (PTET) topics for 1065 and 1120S returns using CCH Axcess™ Tax and CCH® ProSystem fx® Tax.

Objectives

Environment

Details

Additional Information