How to enter Indiana PTE in ProSeries

This article will help you report the elective pass-through entity tax (sometimes called PTE, PTET, PET, or SALT workaround) and the resulting credit.

For more PTE resources, check out our dedicated Tax topics page where you'll find a list of all PTE states and the respective content for each.

Table of contents:

To generate the PTE for a partnership:

1. Open the Indiana Partnership Information Worksheet.
2. Scroll down to Part II - Tax Year and Filing Information.
3. Check the Partnership is electing to be subject to the Pass Through Entity Tax checkbox.
4. Open Form IN-PTET to review the form.

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To generate the PTE for a S-Corporation:

1. Open the Indiana S Corporation Information Worksheet.
2. Scroll down to Part II - Information Needed to Complete Indiana Return.
3. Check the S Corporation is electing to be subject to the Pass Through Entity Tax checkbox.
4. Open Form IN-PTET to review the form.

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To report the PTE at the Individual level:

1. Open the Schedule IN K-1 Worksheet.
   • If not already in use, press F6 on your keyboard and "ink1" and press Enter. This will open up the dialog window for creating a Sch IN K-1 Wks for your client.
2. Enter the appropriate amount under Part I on line 10 Pass Through Entity Tax.
3. This amount will flow to Schedule 5, line 3.

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