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Screen PAGen - Pennsylvania Partnership Return (1065)

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General Information

Pennsylvania tax year beginning
Enter the tax year beginning if the current year is a short year and the Pennsylvania tax year beginning is different from the federal tax year beginning. If you leave this box blank, the tax year beginning defaults to the federal tax year beginning.
Pennsylvania tax year ending
Enter the tax year ending if the current year is a short year and the Pennsylvania tax year-end is different from the federal tax year-end. If you leave this box blank, the tax year ending defaults to the federal tax year-end.
Initial return
Enter
X
to indicate that the return is an initial return.
note
The application assumes that the state return is initial if the federal return is marked as initial.
Final return
If the federal return is final and this box is blank, the Pennsylvania return and Schedules RK-1 and NRK-1 are marked as final. If the federal return isn't final but you wish to mark the Pennsylvania return as final, enter
1
. If you don't wish to mark the Pennsylvania return as final when the federal return is final, enter
2
.
EIN, name and / or address change
Enter
X
if your federal employer identification number, name, and/or address have changed from the prior year.
note
The application assumes that the state return information has changed when the federal information is marked as having a change of address and/or name.
Amended return
If the federal return is amended or superseded and this box is blank, Form PA-20S / PA-65, PA Schedules RK-1 and NRK-1 are also marked as amended.
If the federal return isn't amended or superseded but you need to amend the Pennsylvania return, enter
1
. If you don't need to amend the Pennsylvania return when amending or superseding the federal return, enter
2
 and the Pennsylvania return won't be marked as amended.
Date business began
Enter the date that the partnership began business in Pennsylvania. If you leave this box blank, the application assumes this is the same as the date business started on the federal return.
Person signing return if different from federal Screen Contact: Name / … / E-mail address
Enter information in these boxes to complete Form PA-20S/PA-65, Page 3, Signature section; Form PA-65 Corp, Signature section; and Philadelphia BIRT/BIRT-EZ and NPT taxpayer e-mail address information. If these boxes are blank, the application assumes these are the same as the partnership representative information on the federal return.
General footnote
Use the statement to enter any miscellaneous information that needs to be conveyed with the return. The general footnote appears as a separate item in each collation.

Depreciation Information

Pennsylvania section 179 expense / Pennsylvania straight-line depreciation
The application calculates Pennsylvania section 179 expense and Pennsylvania straight-line depreciation using the
PA
 column and
PA S/L treatment
 column in asset data entry and the PADepr screen. Select Ptr Alloc to specially allocate the depreciation differently from profit percentage ratios.

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