How to enter Virginia PTE in ProConnect Tax

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:

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

Individual

1. From the Input Return tab, go to State & Local ⮕ Other Credits ⮕ VA Credits.
2. Under the Virginia Schedule CR section towards the bottom of the screen, under the Pass Through Entity Elective Tax Payment Credit subsection, enter the amount from the K-1 in the Total credits allows this year field.
   • This amount flows to page 6, part 6 of Schedule CR.

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Partnership

The Form 502PTEP must be e-filed. Select Virginia for e-filing on the Profile tab, otherwise critical diagnostic ref. 58072 will be triggered.

1. From the Input Return tab, go to State & Local ⮕ Miscellaneous Information ⮕ VA Miscellaneous Information.
2. Under the Virginia Miscellaneous Information section, in the Form 502PTET subsection, check the Certify eligibility and election to pay VA income tax at entity level for the taxable year (MANDATORY) box.

Additional checkboxes and entries may be needed in this section, depending on your client needs.

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S Corporation

The Form 502PTEP must be e-filed. Select Virginia for e-filing on the Profile tab, otherwise critical diagnostic ref. 58117 will be triggered.

1. From the Input Return tab, go to State & Local ⮕ Miscellaneous ⮕ VA Miscellaneous.
2. Under the Virginia Miscellaneous Information section, in the Form 502PTET subsection towards the bottom, check the Certify eligibility and election to pay VA income tax at entity level for the taxable year (MANDATORY) box.

Additional checkboxes and entries may be needed in this section, depending on your client needs.

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