How do I generate New Jersey Form NJ-PTE-200-T in a 1065 return using worksheet view in CCH® ProSystem fx® Tax and CCH Axcess™ Tax?

  • Article Type:
  • How To
  • Last Modified:
  • 11/05/2022

Objectives

Learn how to prepare New Jersey Form NJ PTE-200-T.

Environment

  • CCH Axcess Tax
  • CCH ProSystem fx Tax
  • 1065
  • Worksheet
  • New Jersey
  • Electronic filing

 

Procedure

  1. Go to the Extensions > Extensions worksheet. 
  2. Expand Section 1 - Federal Extension Information.
  3. Line 1 - Code to produce Form 7004, select Print 7004.
  4. Expand Section 2 - State Extension Information.
  5. In Line 2 - State use, enter code 7.
  6. In Line 4 - Specialized State Information - First Extensions, use the lookup value (double-click or press F4) to select NJ in the State Code.
  7. Expand Section 27 - New Jersey Extension.
  8. In Line 4 - PTE-200-T (NJ - PTE) File zero balance due PTE-200-T, select the checkbox, if this is a zero balance due extension.
  9. Go to the New Jersey > PTE General Information worksheet. 
  10. Expand Section 1- Pass-Through Business Alternative Income Tax.
  11. In Line 1 - Preparation code, select Prepare Form PTE-100.
  12. (Optional) Expand Section 3 - Payments.
  13. (Optional) In Line 4 - Extension Payments, Amount paid with Extension PTE-200-T - Override, input an applicable amount greater than zero.
  14. Calculate the return. 

Note

  • New Jersey requires the extension to be filed electronically.

Additional Information

N/A

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