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Federal input screens

1040-PA Local Cities Setup window

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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 the
    Taxing authority city code
     field in the EIT Screen.
  • To set up tax defaults for a new local city, select
    Add
    , enter a city code between 101 and 999 in the
    City code
     field, select the PSD code related with the city code (the remaining fields will fill in automatically), and select
    Enter
    . Some federal input screens include a
    City code
     field. When you enter
    PA
     in the
    State
     field, you can select the 3-digit city code from the
    City code
     dropdown. The city codes indicate what income applies to the
    Taxing Authority City code
     entered on the EIT Screen.
  • To edit the information for an existing local city, select the city in this list, then
    Edit
    . Edit the information, then select
    Enter
    .
  • 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 don’t 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.

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