These forms may be found on Screen 100, Manual Entry Forms in the Individual, Partnership, Corporate, S-Corporate, and Fiduciary modules. This screen is different than your typical input screen. It includes and displays fillable PDF forms that allow you to complete specific forms that aren't supported by Lacerte.
The list of available forms on Screen 100 will depend on the state selected on Screen 1, Client Information.
Which states have manual forms?
Year
Individual
Partnership
Corporate
S Corporate
Fiduciary
2020
NY
NY
NY
NY
NY
2021
NY
AL, NY
NY
AL, NY
NY
2022
NY
AL, NY
NY
AL, NY
NY
2023
NY
AL, NY
NY
AL, NY
NY
Follow these steps to enter manual entry forms:
Go to Screen 100, Manual Entry Forms.
Select the applicable form under Forms in the left menu.
Click in the field you want to enter and type the applicable information.
You can press Tab on your keyboard to automatically move to the next field.
You can create multiple copies of a form, if needed.
When entering the data don't enter a hyphen in the EIN and avoid any special characters.
Special characters will cause an e-file validation error that says "The entered value doe not match the validation patter for eFiling".
Once the form is completed, it'll show in bold in the Forms tab and be automatically included as a PDF attachment when the return is e-filed.
Which forms are available for 2023?
NY Form IT-112.1, New York State Resident Credit Against Separate Tax on Lump-Sum Distributions
NY Form IT-203-F, Multi-Year Allocation Form
NY Form IT-211, Special Depreciation Schedule
NY Form IT-212-ATT, Claim for Historic Barn Rehabilitation Credit and Employment Incentive Credit
NY Form IT-221, Disability Income Exclusion
NY Form IT-223, Innovation Hot Spot Deduction
NY Form IT-236, Credit for Taxicabs and Livery Service Vehicles Accessible to Persons with Disabilities
NY Form IT-237, Claim for Historic Homeownership Rehabilitation Credit
NY Form IT-238, Claim for Rehabilitation of Historic Properties Credit
NY Form IT-239, Claim for Credit for Taxicabs and Livery Service Vehicles Accessible to Persons with Disabilities
NY Form IT-246, Claim for Empire State Commercial Production Credit
NY Form IT-248, Claim for Empire State Film Production Credit
NY Form IT-252, Investment Tax Credit for the Financial Service Industry
NY Form IT-253, Claim for Alternative Fuels Credit
NY Form IT-261, Claim for Empire State Film Post-Production Credit
NY Form IT-501, Temporary Deferral Nonrefundable Payout
NY Form IT-602, Claim for EZ Capital Tax Credit
NY Form IT-605, Claim for EZ Investment Tax Credit and EZ Employment Incentive credit for the Financial Services Industry
NY Form IT-607, Claim for Excelsior Jobs Program Tax Credit
NY Form IT-611, Claim for Brownfield Redevelopment Tax Credit
NY Form IT-611.1, Claim for Brownfield Redevelopment Tax Credit
NY Form IT-611.2, Claim for Brownfield Redevelopment Tax Credit
NY Form IT-612, Claim for Remediated Brownfield Credit for Real Property Taxes
NY Form IT-613, Claim for Environmental Remediation Insurance Credit
NY Form IT-631, Claim for Security Officer Training Tax Credit
NY Form IT-633, Economic Transformation of Facility Redevelopment Program Tax Credit
NY Form IT-634, Empire State Jobs Retention Program Credit
NY Form IT-635, New York Youth Jobs Program Tax Credit
NY Form IT-636, Alcoholic Beverage Production Credit
NY Form IT-637, Alternative Fuels and Electric Vehicle Recharging Property Credit
NY Form IT-638, START-UP NY Tax Elimination Credit
NY Form IT-640, START-UP NY Telecommunication Services Excise Tax Credit
NY Form IT-642, Empire State Musical and Theatrical Production Credit
NY Form IT-643, Hire a Veteran Credit
NY Form IT-644, Workers with Disabilities Tax Credit
NY Form IT-645, Recapture of START-UP NY Tax Benefits
NY Form IT-646, Employee Training Incentive Program Tax Credit
NY Form IT-651, Recovery Tax Credit
NY Form IT-652, Employer-Provided Childcare Credit
NY Form IT-654, New York City Musical and Theatrical Production Tax Credit
NY Form IT-655, Restaurant Return-to-Work Credit
NY Form IT-6-SNY, Metropolitan Commuter Transportation Mobility Tax (MCTMT) for START-UP NY
NY Form DTF-621, Claim for QETC Employment Credit
NY Form DTF-622, Claim for QETC Capital Tax Credit
NY Form DTF-624, Claim for Low-Income Housing Credit
NY Form DTF-626, Recapture of Low-Income Housing Credit
NY Form DTF-630, Claim for Green Building Credit
NY Form DTF-686, Tax Shelter Reportable Transactions
NY Form IT-223, Innovation Hot Spot Deduction
NY Form IT-236, Credit for Taxicabs and livery Service Vehicles Accessible to Persons with Disabilities
NY Form IT-238, Claim for Rehabilitation of historic Properties Credit
NY Form IT-248, Claim for Empire State Film Production Credit
NY Form IT-607, Claim for Excelsior Jobs Program Tax Credit
NY Form IT-611, Claim for Brownfield Redevelopment Tax Credit
NY Form IT-611.1, Claim for Brownfield Redevelopment Tax Credit
NY Form IT-611.2, Claim for Brownfield Redevelopment Tax Credit
NY Form IT-612, Claim for Remediated Brownfield Credit for Real Property Taxes
NY Form IT-631, Claim for Security Officer Training Tax Credit
NY Form IT-634, Empire State Jobs Retention Program Credit
NY Form IT-635, New York Youth Jobs Program Tax Credit
NY Form IT-636, Alcoholic Beverage Production Credit
NY Form IT-637, Alternative Fuels and Electric Vehicle Recharging Property Credit
NY Form IT-638, START-UP NY Tax Elimination Credit
NY Form IT-640, START-UP NY Telecommunication Services Excise Tax Credit
NY Form IT-642, Empire State Musical and Theatrical Production Credit
NY Form IT-643, Hire a Veteran Credit
NY Form IT-644, Workers with Disabilities Tax Credit
NY Form IT-645, Recapture of START-UP NY Tax Benefits
NY Form IT-646, Employee Training Incentive Program Tax Credit
NY Form IT-651, Recovery Tax Credit
NY Form IT-652, Employer-Provided Childcare Credit
NY Form IT-654, New York City Musical and Theatrical Production Tax Credit
NY Form IT-655, Restaurant Return-to-Work Credit
NY Form Y-204, Yonkers Nonresident Allocation
NY Form DTF-621, Claim for QETC Employment Credit
NY Form DTF-622, Claim for QETC Capital Tax Credit
NY Form DTF-624, Claim for Low-Income Housing Credit
NY Form DTF-686, Tax Shelter Reportable Transactions
NY Form CT-651, Recovery Tax Credit
NY Form CT-652, Employer-Provided Childcare Credit
NY Form CT-654, New York City Musical and Theatrical Production tax Credit
NY Form CT-655, Restaurant Return-to-Work Credit
NY Form CT-651, Recovery Tax Credit
NY Form CT-652, Employer-Provided Childcare Credit
NY Form CT-654, New York City Musical and Theatrical Production tax Credit
NY Form CT-655, Restaurant Return-to-Work Credit
NY Form IT-223, Innovation Hot Spot Deduction
NY Form IT-607, Claim for Excelsior Jobs Program Tax Credit
NY Form IT-611, Claim for Brownfield Redevelopment Tax Credit
NY Form IT-611.1, Claim for Brownfield Redevelopment Tax Credit
NY Form IT-611.2, Claim for Brownfield Redevelopment Tax Credit
NY Form IT-612, Claim for Remediated Brownfield Credit for Real Property Taxes
NY Form IT-631, Claim for Security Officer Training Tax Credit
NY Form IT-635, New York Youth Jobs Program Tax Credit
NY Form IT-637, Alternative Fuels and Electric Vehicle Recharging Property Credit
NY Form IT-638, START-UP NY Tax Elimination Credit
NY Form IT-640, START-UP NY Telecommunication Services Excise Tax Credit
NY Form IT-642, Empire State Musical and Theatrical Production Credit
NY Form IT-643, Hire a Veteran Credit
NY Form IT-644, Workers with Disabilities Tax Credit
NY Form IT-645, Recapture of START-UP NY Tax Benefits
NY Form IT-646, Employee Training Incentive Program Tax Credit
NY Form IT-651, Recovery Tax Credit
NY Form IT-652, Employer-Provided Childcare Credit
NY Form IT-654, New York City Musical and Theatrical Production Tax Credit
NY Form IT-655, Restaurant Return-to-Work Credit
NY Form DTF-622, Claim for QETC Capital Tax Credit
NY Form DTF-686, Tax Shelter Reportable Transactions
Requesting a manual entry form:
Screen 100 has a Request a Form button. Clicking this button will let you submit a request for a manual entry form to be added. Simply fill out the agency, put in the form name and number, and select Submit. Product development will review the requests when determining what forms to add in the future.
Lacerte Tax
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