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1040-PA Local Cities Setup window
Use this window to set up tax defaults for one or more local cities that you can then assign to any UltraTax CS/1040-PA client.
To open this window, select
Setup
, 1040 Individual
, the Pennsylvania
tab, then Local Cities
. UltraTax CS/1040-PA includes every tax collection district. The tax collection district information links to the political subdivision code (PSD) code. After entering the City code, select a PSD code to populate the following fields: Municipality Name
, School District
name, Resident Tax Rate
and Nonresident Tax Rate
, Estimate due dates
, Payee
and addresses for Estimates
, Balance Due
, Refund
and Zero Balance Due
returns, and Due Date
.note
- To have UltraTax CS calculate the open client's return using the tax defaults you define for a local city, enter the city's code in theTaxing authority city codefield in the EIT Screen.
- To set up tax defaults for a new local city, selectAdd, enter a city code between 101 and 999 in theCity codefield, select the PSD code related with the city code (the remaining fields will fill in automatically), and selectEnter. Some federal input screens include aCity codefield. When you enterPAin theStatefield, you can select the 3-digit city code from theCity codedropdown. The city codes indicate what income applies to theTaxing Authority City codeentered on the EIT Screen.
- To edit the information for an existing local city, select the city in this list, thenEdit. Edit the information, then selectEnter.
- For every city code entered in the federal W2, C, F, and K1 screens, UltraTax CS/1040-PA creates an EITInc screen. EITInc screens determine which tax rate to use on the return, and force income and payments to the local earned income tax return. A city code entered in the PA EITOth screen also creates an EITInc screen.
- The penalty rate used is 1% per month or a fraction of the month. The interest rate used is the same as the interest rate used on the PA-40 return.
- Depending on your security configuration, you might receive a prompt to enter the master password before you can open any entity type's tab. Also, the Pennsylvania tab only displays if you have installed UltraTax CS/1040-PA.
Fields & Buttons
City code list
Displays the city code, PSD code, school district, municipality name, due date, and resident tax rate for the local city tax defaults you have already entered.
City code
Enter a city code between 101 and 999 for the selected local city.
PSD Code Information group box
Municipality name
Enter the municipality name for the selected local city.
School District name
Enter the school district name for the selected local city.
Resident/Nonresident Tax rates
Enter the tax rates for the selected local city. You can enter a value with up to 5 decimal places in this field. (For example, enter 2.11111 for 2 1/9 percent.)
Estimates group box
Res/Non-Res Est tax rate
Enter next year's resident and non-resident tax rates for the selected local city. These rates donβt automatically fill in when selecting the PSD code. You can enter a value with up to 5 decimal places in this field. (For example, enter 2.33333 for 2 1/3 percent.)
Estimate 1st - 4th due dates
Enter the Estimate due dates for the selected local city.
Miscellaneous Information group box
Due date
Enter the date on which returns for the selected local city are due. If you leave this field blank, UltraTax CS defaults to using April 15 of the current year. UltraTax CS automatically creates 2 forms.
Payee
Enter the name of the person or agency to whom payments are to be remitted for the selected local city.
Collection agency name and address
Enter the name and mailing address of the collection agency for the selected local city for Estimates, Balance Due, Refund, and Zero Balance Due returns.
Print button
Select
Print
to open the Print City Information
window. In this window, mark the checkbox next to the items you want to print. Use Select All
to select all items. You can also specify the sorting order for items in the report by selecting the Code
, PSD Code
, School District
, or Municipality
option in the Sort By group box.Other EIT Options button
Select the OTher EIT Options button to open the Other EIT Options window. In this window, mark the
Sort the PSD Code and City field views alphabetically
checkbox to sort the PSD and City code views alphabetically. The default sorting for these views is numeric. The PSD code view is in the PA Local Cities Setup
window attached to the PSD code field. You can find the City Code view throughout UltraTax CS/1040 attached to the City Code field.