Common questions about Portland and Multnomah Forms in Lacerte

Below, you'll find answers to frequently asked questions about the cities of Portland and Multnomah tax returns in Lacerte:

Generating Individual Oregon Form for Multnomah County and Portland Business Tax

To generate OR form SP-2024: 

1. Navigate to Screen 54.022, Combined Report Form (Form Sp-2024)
2. Enter a '1', '2', or '3' in, Form SP-2024: 1= Portland, 2=Multnomah, 3=both.
3. Select the appropriate Schedule C from, Schedule C name or number for business name, address, and FID number

 Note: There isn't currently an option to generate multiple SP-2024 forms.

Diagnostic Ref. 11912

Lacerte may generate the following diagnostic on a return that has more than $50,000 gross receipts on all activities:

The amount entered in "Total gross receipts" (screen 54.022, code 17) is less than $50,000. Therefore, the business activity is not required to file the Combined Report Form for individuals for the City of Portland. An exemption request should be sent to the Revenue Bureau along with a copy of the supporting federal and state schedules to prove the exemption. (ref. #11912)

This diagnostic is referring to Form SP-2023, lines 8 and 18. These amounts won't automatically fill in.

To resolve diagnostic Ref. 11912:

1. Go to Screen 54, Taxes.
2. Under the St Taxes panel, select Oregon Combined Report (Form SP-2021).
3. Under the Sections panel, select Business Information (Form SP-2021).
4. For the field labeled Total gross income from all Schedules B, C, D, E, and F in all locations, under the Multnomah column, enter the amount of income.
5. In the same field, under the Portland column, enter the amount of income.