Form PTE-V print requirements

  1. Go to
    Organizer
    Partner Information
    Partner by Partner Data
    .
  2. Select
    Columnar Partner Entry
    , then go to the
    Partners State Composite
    tab, and mark an X in the
    AL
    column for each partner to be included.
  3. Go to
    Tax Forms
    States
    Alabama
    .
  4. Then Sch K-1, select the partner’s name, Lines G through M total is greater than 0.
  5. Otherwise, you can go to
    Organizer
    States
    Alabama
    .
  6. Select
    Composite Return
    , go to the
    Composite Return
    tab, mark the
    Generate Form PTE-C
    checkbox.
  7. Go to
    Organizer
    States
    Alabama
    .
  8. Select
    Return Options
    , then make sure the
    Form PTE-V composite payment
    checkbox is clear in the
    Print Suppression
    section.
  9. Go to
    Tax Forms
    States
    Alabama
    .
  10. Select
    PTE-V Payment Voucher
    , there must be a value in the
    Amount paid
    field.
  11. Do a full recompute, then print.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close