Generating Texas Prior Year returns for an individual return in Lacerte

Use Screen 54.431, Texas Prior Year Returns, to enter information for prior year returns.

This screen is designed to be used to enter data from a return completed in a prior year program but required to file using the current year forms for TX.

• Miscellaneous Data - Use this section to enter the type of return, report year, due data, accounting period and privilege period data. This data will print on the 05-158, 05-163 or 05-169. Please note that the type of return input is mandatory input.
• Form 05-163 - Enter the applicable data for the 05-163. If an input for a checkbox is not located on this screen then it will be located on the Texas Franchise Tax input screen.
• Form 05-158 and 05-169 – Enter the applicable data for the 05-158 or 05-169 returns. These amounts will be used to complete the 05-158 or 05-169, based on the return selected in the Miscellaneous Data section.
• Input for forms other than the 05-158, 05163 and 05-169 should be entered on the appropriate screen(s). It is recommended that you use a separate return to complete your current year return.

Related Topics:

• How to resolve Lacerte diagnostic Ref 16402 – TX taxpayer webfile number or total revenue required