New (tax) year, new help!
Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.
To determine whether a form or worksheet is included in the electronic file, see the tables below.
Calculating Forms
Form Number | Form Name | Included in e-file | Auto PDF | Not included in e-file; must be paper filed |
---|---|---|---|---|
PA-65 | Partnership Information Return | X | ||
PA-65 Corp | Directory of Corporate Partners | X | ||
Schedule A | Interest Income | X | ||
Schedule B | Dividend and Capital Gains Distributions Income | X | ||
Schedule D | Sale, Exchange or Disposition of Property | X | ||
Schedule D-1 | Computation of Installment Sale Income | X | ||
Schedule E | Rent and Royalty Income | X | ||
Schedule H | Apportionment and Business Income (Loss) | X | ||
Schedule H-Corp | Corporate Partner Apportioned Business Income (Loss) | X | ||
Schedule J | Income from Estates | X | ||
Schedule M | Reconciliation of Federal-Taxable Income (Loss) to PA-Taxable Income (Loss) | X | ||
Schedule NW | Nonresident Withholding Payments | X | ||
Schedule OC | Other Credits | X | ||
Schedule T | Gambling and Lottery Winnings | X | ||
Schedule W, Page 1 | Employment Incentive Payments Credit | X | ||
PA-65 Directory | Partner/Member/Shareholder Directory | X | ||
PA-40ES | Declaration of Est. Inc. Tax for Partnership | X | ||
REV-276 | Application for Extension of Time to File | X | ||
REV-276 Voucher | Extension Payment Voucher | X | ||
REV-677 | Power of Attorney and Declaration of Representative | X | ||
NRV ELF | Nonresident Withholding Payment | X | ||
PA-40 NRC | Nonresident Consolidated Income Tax Return | X | ||
PA-40 NRC-I | Directory of Nonresident Owners (Individuals) | X | ||
Schedule RK-1 | Resident Schedule of Partner Pass Through Income, Loss and Credits | X | ||
Schedule NRK-1 | Resident Schedule of Partner Pass Through Income, Loss and Credits | X | ||
Schedule CP | Corporate Partner Withholding | X | ||
PA-8453-P | Tax Declaration for a State E-file Return | Preparer keeps | ||
PA8879-P | Pennsylvania E-File Signature Authorization | Preparer keeps |
Non-Calculating Forms
Form Number | Form Name | Included in e-file | Auto PDF | Not included in e-file; must be paper filed |
---|---|---|---|---|
Schedule C | Profit or Loss from Business or Profession | X | ||
Schedule D-71 | Sale or Exchange of Property Acquired Prior to June 1, 1971 | X | ||
Schedule F | Farm Income and Expenses | X | ||
Schedule G-L | Credit for Taxes Paid to Other States | X | ||
Schedule W | Employment Incentive Payments Credit, Page 2 | X | ||
REV-291 EX | Nonwithholding of PA Income Tax Application | X | ||
REV-1123 | Educational Improvement Tax Credit Election Form | X | ||
PA P-S KOZ | Keystone Opportunity Zone | X |
Other
Name/description | Included in e-file | Auto PDF | Not included in e-file; must be paper filed |
---|---|---|---|
General Footnote | X | ||
Elections | X |
*Indicates the form relates to 2015 and prior years only.
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