How to enter Wisconsin PTE in ProConnect Tax

To claim the credit on an Individual

1. Go to Input Return ⮕ State & Local ⮕ WI Modifications and select Wisconsin.
2. Scroll down to the Wisconsin Additions or Subtractions section.
3. Enter the modifications on either Entity level tax for tax-option S Corporations or Entity level tax for partnerships.

To generate the PTE for a Partnership

1. Go to Input Return ⮕ State & Local ⮕ Other Forms ⮕ WI Schedule 3-ET, Entity-Level Tax.
2. Check the Electing to pay tax at the entity level checkbox.
3. Make any additional adjustments needed under Entity-Level Adjustments.
4. Review the Schedule 3-ET.
5. If you are e-filing, attach the statement as a PDF. See here for pdf attach instructions.

To generate the PTE for a S-Corporation

1. Go to Input Return ⮕ State & Local ⮕ Other Forms ⮕ WI Sch 5SET.
2. Check the Electing to pay tax at the entity level checkbox.
3. Make any additional adjustments needed under Entity-Level Adjustments.
4. Review the Schedule 5S-ET.
5. If you are e-filing, attach the statement as a PDF. See here for pdf attach instructions.