How to enter Georgia PTE in Lacerte

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

Table of contents:

To claim the credit on an Individual return

1. Go to Screen 51.201, Georgia Miscellaneous.
2. In the section that matches the type of modification you'd like to make, enter the amount in the following field:
   • Georgia Additions: PTE Owners: Addition to share of entity's allocable loss.
     • Flows to Sch 1, Additions to Income - Line 5.
   • Georgia Subtractions: PTE Owners: Addition to share of entity's allocable income.
     • Flows to Sch 1, Subtractions to Income - Line 12.

Back to Table of Contents

To generate the PTE for a Partnership

1. Go to Screen 37.201, Elect to pay at entity level.
2. Under the Georgia Miscellaneous section, check the box for Elect to pay at entity level.
   • This will generate PV CORP with the tax paid. Partners will see this on page 2 of the Ptr. Summary, including instructions on how to report it as a subtraction on their Individual GA return.

Back to Table of Contents

To generate the PTE for a S-Corporation

1. Go to Screen 42.201, Elect to pay at entity level.
2. Under the Georgia Miscellaneous section, check the box for Elect to pay at entity level.
   • This will generate PV CORP with the tax paid. Shareholders will see this on page 2 of the S/H Summary, including instructions on how to report it as a subtraction on their Individual GA return.

Back to Table of Contents

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.