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Common questions about Form IT-201/IT-203/NYC UBT filing instructions

by Intuit•2• Updated 2 months ago

Below are solutions to frequently asked questions about the New York Filing Instructions (Form IT-201 / IT-203 / NYC UBT) in Lacerte.

The client letter and filing instructions don't contain a section for the New York City Unincorporated Business Tax (NYC UBT) returns, such as NYC-202, NYC-202S, and NYC-202EZ.

Within the Letter on the Forms tab, the US Standard letter will include the federal and state filing.  Any additional state filings considered to be other filing types (such as NYC UBT returns) will be listed separately under Description in the left navigation menu.

Within the Filing Instructions on the Forms tab, the NY filing instructions will produce a separate instruction for each state filing included in the return under Description in the left navigation menu.

Any checkboxes marked on the Invoice, Letter, Filing Instructions screen in the Filing Instructions section for federal and state override the default settings and generate filing instructions for those forms only.  If no filing instructions are generated for a form, slip sheets aren't completed either.

Follow these steps to make sure no checkboxes are interfering with the default settings:

  1. Go to the Invoice, Letter, Filing Instr. screen for your module:
    • Individual: Screen 5.1
    • Fiduciary: Screen 3.1
    • Partnership: Screen 2.1
    • Corporate: Screen 5.1
    • S-Corporate: Screen 4.1
    • Exempt Org.: Screen 3.1
    • Benefit Plan: Screen 2.1
  2. Scroll down to the Filing Instructions section and review any marked checkboxes.
    • If there aren't any marked checkboxes, then the filing instructions and slip sheets are only printed for the tax return's main form (for example, 1040) and estimates (and the state equivalents).
    • If some checkboxes are marked, then the filing instructions and slip sheets are generated for each specified form.
  3. Scroll down the [State] Filing Instructions section.
    • If there aren't any marked checkboxes, the filing instructions and slip sheets are only printed for the tax return's main form (for example, 1040) and estimates (and the state equivalents).
    • If some checkboxes are marked, then the filing instructions and slip sheets are generated for each specified form.

Follow these steps to print seperate client letters for federal and state returns:

  1. From the Settings menu, select Client Letter.
  2. From the Tools menu in the Client Letter Setup screen, select Letter Settings.
  3. Mark the checkbox labeled Separate State Letter.
  4. Click OK to save changes.
Lacerte Tax
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