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.

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:

Individual

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.

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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.

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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.

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