Generating Ohio City tax returns in the Lacerte Individual Module

How do I generate an Ohio City Tax Return?

1. Go to Screen 1, Client Information 
2. Select the Add cities link under the Returns section from the left navigation panel
3. Type or select a city
4. Go to Screen 54.123, Ohio Cities
5. Select Add under the City section from the left navigation panel
6. Select the city from the Name of City (Ctrl+T) drop down menu
7. Enter the filing address (Lacerte doesn't populate this for most cities), other income, credits, and estimates for each city.
8. Repeat the above steps for each OH city

Notes:

• Multiple city returns are displayed at the Forms menu from a drop-down list at the top of the screen rather than being listed separately in the "State" or "Form" navigation list on the left side of the screen.  You will need to select OH - Generic from the State form list, and then utilize the drop down in the upper right section of the program to toggle between multiple city returns.
• In Wages, Salaries, and Tips (screen 10) there is specific input for local wages and withholding applicable to the state/s entered for the return.
• City income and deductions may also be included Business Income (screen 16), Rental and Royalty (screen 18), or Pass-through K-1 (screen 20)
• Do not enter city codes through Batch Input; they appear only when selected from the drop down menu for Name of City
• The Ohio state return is e-filed as a separate item from any Ohio city return(s). The only Ohio city available for e-filed returns is Rita, OH. All other cities are unavailable for e-filing.

Common question on Ohio Rita Returns

Ohio Form 37 -City Regional Income Tax Agency (RITA) Return Does Not Show the Refund

Ohio Form 37 only calculates the remaining tax due on a city return. If you have an over withholding from wages or Form 2106, you will need to fill out and file Form 10A to get a refund for the additional amount.

1. Go to Screen 54.123.
2. Select the applicable RITA city in the City list in the left-hand navigation pane.
3. Scroll down to the section RITA Application For Refund.
4. Mandatory entries for RITA are Amount of income not taxable [O] (code 236) and Amount of over withholding claimed [O] (code 238).

How do I generate line 7b of Rita Form 37?

1. Go to Screen 20.1, Partnership Information.
2. Select the Partnership from the left navigation panel.
3. Scroll down to the Part II - Information About the Partner section.
4. Hold down Ctrl+E in, City name (Ctrl+E) code 432 under the City Information [OH] subsection.
5. Select the City Name from the drop down menu.
6. Enter the City Taxes Paid.

   

To generate Line 7b on RITA Form 37 from a S Corporate K-1:

1. Go to Screen 20.2, S Corporation Information.
2. Select the S Corporate from the left navigation panel.
3. Scroll down to the Part II - Information About the Shareholder section.
4. Hold down Ctrl+E in, City name (Ctrl+E) code 432 under the City Information [OH] subsection.
5. Select the City Name from the drop down menu.
6. Enter the City Taxes Paid.

   

References:

For specific questions about member cities or tax rates, visit the following links:

• CCA instructions:  http://www.ccatax.ci.cleveland.oh.us/
• Other Ohio municipal forms:  http://tax.ohio.gov/