Entering the Tax Matters Partner (TMP) in the Partnership or S-Corporate Module in Lacerte

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Note: The Form 1065 'Designation of Tax Matters Partner' has been replaced with 'Designation of Partnership Representative' for Tax Year 2018.

Follow these steps to designate a listed Partner as the Partnership Representative

1. Go to Screen 7, Partner Information, and note the number assigned to the partner in the Partner section
   • Note: If the partner has not been added to the Partnership return, then add the partner in  Partner Information, Screen 7.
2. Go to Screen 1, Client Information.
3. Scroll down to the Miscellaneous Info section.
4. Enter the number of the Partner identified in Step 1 in the field Partnership Rep Partner # field.

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Follow these steps to designate the Partnership Representative, if they are not a listed Partner

1. Go to Screen 3, Miscellaneous Information.
2. Scroll down to the Designation of Partnership Representative section.
3. Enter the applicable information in the following fields within the subsection Partnership Representative if NOT a Partner:
   • Name (code 810)
   • Street address (code 811)
   • City (code 812)
   • State (code 813)
   • Zip Code (code 814)
   • ID Number (code 815)
   • Telephone number (code 816)

Note: Use Screen 71 Partnership Representative (8879) to complete Form 8879 as needed.  If completing Schedule B-1 to elect out of the centralized partnership audit regime, do not enter partnership representative information.

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Follow these steps to designate a listed Partner that is NOT an Individual Partner as the Partnership Representative

1. Go to Screen 3, Miscellaneous Information.
2. Scroll down to the Designation of Partnership Representative section
3. Check the box, Partnership Representative is an Entity under Partnership Representative if NOT a Partner.
4. Enter the applicable information in the following fields within the subsection:
   • Name (code 800)
   • Street address (code 801)
   • City (code 802)
   • State (code 803)
   • Zip Code (code 804)
   • ID Number (code 805)
   • Telephone number (code 808)

Note: Use Screen 71 Partnership Representative (8979) to complete Form 8979 as needed.  If completing Schedule B-1 to elect out of the centralized partnership audit regime, do not enter partnership representative information.

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The Tax Matters Partner information will appear on Form 1065, page 4 and includes the following information lines:

• Name of designated TMP
• Identifying number of TMP
• If the TMP is an entity, name of TMP representative
• Phone number of TMP
• Address of designated TMP

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Follow these steps to designate a shareholder as the TMP Shareholder:

The Tax Matters Partner (TMP) is a mandatory entry.  Although the federal program no longer uses this entry, some states use this field for the individual to contact for tax matters.

1. Go to Screen 5, Shareholder Information, and note the number assigned to the shareholder in the Shareholder section
   • Note: If the shareholder has not been added to the S-Corporate return, then add the shareholder in Shareholder Information, Screen 5.
2. Go to Screen 1, Client Information.
3.  Scroll down to the Miscellaneous Info section.
4. Enter the number for the shareholder, noted from Step 1 above, in the TMP Shareholder # field.
   • Note: Only one partner may be entered as the Tax Matters Partner.

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Diagnostics:

Partnership: The Tax Matters Partner # entered in Screen 1, Client Information, is not a valid partner.  Please select a valid partner number from Screen 7, Partner Information. (ref. #10441)

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