1. Go to Ohio > IT 4708 Composite Return and IT 4738 PTE Return worksheet.
2. Expand Section 1 - Return Options.
3. In Line 4 - X to produce Form IT 4738, select the checkbox.
4. Calculate the return. 

1. Go to Common State > State PTE Generation worksheet.
2. In Line 12 - Ohio, select the checkbox.
3. Calculate the return.

Notes

• Control amount to be paid with UPC IT 4738P Universal Payment Coupon
  • Ohio > IT 4708 Composite Return and IT 4738 PTE Return worksheet > Expand Section 2 General Information > Line 11 - IT 4708P/ IT 4738P total payment - override.
  • Filing Instructions printed with release 2022.02000 / 2022-2.0 indicate this payment can be direct debited.
• Control Estimated Payments due with UPC IT 4738ES Universal Payment Coupons
  • Federal Payments/Penalties/Estimates > Estimates and Application of Overpayment worksheet > select state code OHS
    • Section 1, Line 22 Net Estimated Tax, will control the total of four equal estimates.
    • Section 2, Line 61 - Amount Due, will control each individual voucher amount due.
  • Filing Instructions printed with release 2022.02000 / 2022-2.0 indicate these vouchers must be mailed and paid by check.
• IT-4738, page 2, line 11 populated with Payments / Penalties > Payments worksheet > Section 1 - State Tax Payments, state code OH, and amounts in Detail view > Grid 3.
• IT-4738, page 3, Schedule II - Income and Adjustments, lines 24, 25, 27-30, can be controlled with Ohio > IT 4708 Composite Return and IT 4738 PTE Return worksheet > Section 3, lines 2, 3, 5-10, and 12-13
• IT-4738, page 3, Schedule III - Deductions, lines 34-39, can be controlled with Ohio > IT 4708 Composite Return and IT 4738 PTE Return worksheet > Section 3, lines 14-17.
• IT 4738, Schedule VI - Investor Information, Share of EPTE Tax (tax credit) and IT K-1, Part IV, line 3 are calculated based and not controlled using special allocation.