Generate WI forms PW-1 and PW-ES in Lacerte

WI Forms added to the Partnership, S Corporation, and Fiduciary modules:

• Form PW-1 - Wisconsin Nonresident Income or Franchise Tax Withholding on Pass-Through Entity Income
• Form PW-ES - Pass-Through Entity Withholding Estimated Payment Voucher
• Form PW-U - Underpayment of Estimated Withholding Tax by Pass-Through Entities

Notes:

• Forms PW-1, PW-ES, and PW-U are separately filed forms. These forms must be filed electronically.
• Wisconsin PW-1 box must be checked on Screen 1, Client Information under the Electronic Return section to generate the electronic file.
• Any current year withholding taxes due (Form PW-1), and next year's estimated withholding taxes due (Form PW-ES) must also be made electronically.

Required Entries:

To generate Form PW-1:

1. Go to the State Credits screen:
   • Screen 41, Credits (Partnership)
   • Screen 47, Credits (S Corporate)
   • Screen 57, Other Credits (Fiduciary)
2. Click on Wisconsin Form PW-1/PW-ES/PW-U from the top left navigation panel.
3. Check the box, Print PW-1.

To generate Form PW-ES:

Note: This voucher should only be used by pass-through entities required to withhold on income allocable to a nonresident shareholder, partner, member, or beneficiary.

1. Go to the State Credits screen:

• Screen 41, Credits (Partnership)
• Screen 47, Credits (S Corporate)
• Screen 57, Other Credits (Fiduciary)

1. Click on Wisconsin Form PW-1/PW-ES/PW-U from the top left navigation panel.
2. Scroll down to the Form PW-U section.
3. Enter the 20YY withholding tax computed.

   Note: This entry is required to trigger Form PW-ES.