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How to resolve Lacerte diagnostic ref. 45535 - Copy of state's tax return required

by Lacerte Tax 2023 Updated 2 months ago

This article will help to resolve the following e-file critical diagnostic:

  • e-file: Arkansas requests a PDF copy of the tax credit certificate(s) or appropriate documentation for Natural State Initiative (NSI) Tourism Development to be attached to the electronic return. (ref. #45535)

To resolve this diagnostic, follow these steps:

  1. Go to the Print tab and select Tax Return.
  2. Select State/City only from the top options.
  3. Clear any selected boxes under the Return Options section.
  4. Select the box File (PDF), and if it's alrwady selected, unselect Printer in the Client Copy section.
  5. Select OK and save the file.

After the other state's return is saved as a PDF, it needs to be attached. Refer to Attaching PDF documents to an individual return for e-file (Form 1040) for more information, or follow the steps below.

Required steps needed to reference the other state's tax return for the resident state:

Steps to attach the PDF copies of these certificates or documentation:

  1. Go to Screen 4.4, e-file Miscellaneous.
  2. Enter a description of the file.
  3. Mark No to Send PDF attachment with federal return.
  4. In the Arkansas Information subsection, check the box to Send PDF - attachment with Arkansas return.
  5. In the field Form and line number on state return select Business Incentive Credits - Natural State Initiatives (NSI) Tourism Development from the dropdown.
  6. Click Attach PDF and browse to the applicable PDF document.
  7. Click OK to save.

If the other state has no income tax:

  1. Go to Screen 47, Notes.
    1. Create a note that says, " does not have an individual income tax return."
    2. Go to the Forms tab.
    3. Select Client Notes from the Form menu in the mid-left panel.
    4. Select Print Form from the top right corner.
    5. Select the Settings button.
    6. Clear the box Printer if it's selected.
    7. Select File (PDF).
    8. Select OK and save the file.
  2. Go to Screen 4, Electronic Filing.
    1. Select the PDF Attachment button.
    2. Select Attach PDF and Browse Files.
    3. Locate your saved file and select Open > OK.
    4. Select No under the Send PDF attachment with federal return.
    5. Select the box Send PDF attachment with (Resident State) return.
    6. Select the Form and line number on state return dropdown menu.
    7. Select the + next to Other State and select Other State Return.
Lacerte Tax

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