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CCH Axcess Tax

Form BT-SUMMARY

Note: Form BT-SUMMARY is produced if the home state code is NH, or if any input is present on NH worksheets.

Government Form CCH Axcess Input
  Worksheet Section Field

STEP 1 - PRINT or TYPE

Taxable period beginning and ending   General > Basic Data General

Fiscal year dates > Beginning

Fiscal year dates > Ending
Initial return indicator Initial return
OR      
  Common State Data > General Data > State/City Common Data State and City Common Data Initial Return Override
  New Hampshire > General BT-Summary Basic Data Initial return - Override
Name change check box   New Hampshire > General BT-Summary Basic Data Name change since last filing
Former name   New Hampshire > General BT-Summary Basic Data Former name
Partnership name   General > Basic Data General

Partnership name

Partnership name continued
Taxpayer identification number   General > Basic Data General

Employer identification number

(Suppressed if DIN entered)
Department identification number   New Hampshire > General BT-Summary Basic Data Department identification number
Principal business activity code   General > Basic Data General Business code number
Number and street address   General > Basic Data General Street address
Address (continued)   General > Basic Data General

City

foreign province, state or country
City, state & ZIP code   General > Basic Data General

City

State

ZIP code

STEP 2 - Return Type and Federal Information

Are you required to file a BET return? Answered "Yes" if Gross Business Receipts > $207,000, or Enterprise Value Tax Base > $103,000
OR
  New Hampshire > General Options Business Enterprise Tax returns print code = "Force printing of Form BET"
Are you required to file a BPT return? Answered "Yes" if Gross Business Income > $50,000
OR
  New Hampshire General Options Business Profits Tax return print code = Force printing of NH-1065
Do you file a 990/990T? Assumed "No" - Use Government form override entry to change.
File Form 8023, 8883 or 1065 Schedule B Line 12b Calculated
  OR
    New Hampshire General Options File Form 8023,8883 or 1065 Schedule B box 12b
Type of entity 3 - Partnership
Amended return   General > Basic Data General Amended return
OR      
  Common State > State/City Common Data State and City Common Data

Amended Return Override

OR      
  New Hampshire > General BT-Summary Basic Data Amended return - Override
Final return   General > Basic Data General Final return
OR      
  Common State > State/City Common Data State and City Common Data Final Return Override
  New Hampshire > General BT-Summary Basic Data Final return - Override
Check if IRS made adjustments, years? Box is checked if there is input in:
  New Hampshire > General BT-Summary Basic Data Years IRS has made any agreed or partially agreed to adjustments for any federal income tax returns NOT reported to New Hampshire
  AND      
    New Hampshire > General BT-Summary Basic Data Years IRS has made adjustments (Elf only) if electronically filing return

Page 2

STEP 4 - Calculate Your Balance Due or Overpayment

1(a) BET Net of Statutory Credits Form BET, Line 7 (if BET required)
1(b) BPT Net of Statutory Credits Form NH-1065, Line 12 (if BPT required)
1(c) Subtotal of Business Tax Due Line 1(a) plus Line 1(b)

2 PAYMENTS

2(a) Tax paid with extension   Extensions New Hampshire Extension Extension Application/Payment for Business Returns
OR      
  New Hampshire > Payments/Penalties   Tax paid w/ application for extension – Override
2(b) Estimated tax payments   New Hampshire > Payments/Penalties   Estimated tax payment
2(c) Credit carryover from prior tax period   New Hampshire > Payments/Penalties   Payment carried over from prior yr
2(d) Tax paid with original return (amended)   New Hampshire > Payments/Penalties   Payment made w/ original return
2(e) Total Lines 2(a) through 2(d)   New Hampshire > Payments/Penalties   Sum of Lines 2(a) through 2(d)
3 TAX DUE Line 1(c) less Line 2(d)

4 ADDITIONS TO TAX

4(a) Interest   Payments/Penalties > Penalties State/City Late Interest and Penalties

Late interest

AND

Date filed if after due date
  Common State Data > Penalties > State/City Late Interest and Penalty

State / City Late Interest and Penalty

Late interest

AND

Date filed if after due date
  New Hampshire > Payments/Penalties Late Interest and Penalties - Business Tax

Late interest

AND

Date filed if after due date

4(b) Failure to pay   Payments/Penalties > Penalties State/City Late Interest and Penalties

Late payment penalty

AND

Date filed if after due date
  Common State Data > Penalties > State/City Late Interest and Penalty

State / City Late Interest and Penalty

Late payment penalty

AND

Date filed if after due date
  New Hampshire > Payments/Penalties Late Interest and Penalties - Business Tax

Late payment penalty

AND

Date filed if after due date

4(c) Failure to file   Payments/Penalties > Penalties State/City Late Interest and Penalties

Late interest

AND

Date filed if after due date
  Common State Data > Penalties > State/City Late Interest and Penalty

State / City Late Interest and Penalty

Late filing penalty

AND

Date filed if after due date
  New Hampshire > Payments/Penalties Late Interest and Penalties - Business Tax

Late filing penalty

AND

Date filed if after due date

4(d) Underpayment of estimated tax Form BPT/BET DP-2210/2220, Line 22
4(e) Total Additions to Tax Sum of Lines 4(a) through 4(d)
5(a) Subtotal of Amount Due Line 3 plus Line 4(e)
5(b) Return payment made electronically   Payments/Penalties > State Tax Payments State Tax Payments

State code = {NH}

Other Payments

  Payments/Penalties > State Tax Payments State Tax Payments

State code = {NHE}

Other payments OR
  Common State > State and City Common Data State Tax Payments

State code = {NH}

Other payments

  Common State > State and City Common Data State Tax Payments

State code = {NHE}

Other payments OR
  New Hampshire > Payments/Penalties Tax Payments - Business Profits Tax Payment made electronically
  New Hampshire > Payments/Penalties Tax Payments - Business Enterprise Tax Payment made electronically
5(c) BALANCE DUE Line 5(a) plus Line 5(b)
6 OVERPAYMENT If Line 5(c) < 0 enter as positive figure

7

Apply overpayment amount on Line 6 to:
7(a) Credit - Next Year's Liability   Payments/Penalties > State Preparation State Estimate Preparation and Application of Overpayment

State = {NH}

Application of Overpayment Code

Amount of Overpayment to Apply to Estimate

AND      
  Payments/Penalties > State Preparation State Estimate Preparation and Application of Overpayment

State = {NHE}

Application of overpayment code

Amount of overpayment to apply to estimate

OR      
  New Hampshire > Payments/Penalties Estimates and Application of Overpayment Options - Business Profits Tax

Application of overpayment code

AND

Amount of overpayment to apply to estimate
  New Hampshire > Payments/Penalties Estimates and Application of Overpayment Options - Business Enterprise Tax

Application of overpayment code

AND

Amount of overpayment to apply to estimate
7(b) Refund Line 6 minus Line 7a
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STEP 5 - THIS RETURN MUST BE ACCOMPANIED BY COMPLETE AND LEGIBLE COPIES OF APPROPRIATE FEDERAL FORMS AND SCHEDULES

POA   New Hampshire > General BT-Summary Basic Data

Authorize DRA to discuss return with preparer – Override

Taxpayers's Signature & Information

Name and Title of signer   New Hampshire > General BT-Summary Basic Data

Name of Signer

Title of signer
Email Address   General > Basic Data General Partnership's email address
Phone number   General > Basic Data General Partnership phone number

Preparer's Signature & Information

Signature of Paid Preparer the Return Configuration Set
OR      
  General > Return Options Preparer Information - Overrides Office Manager Print preparer signature
Printed Name of Preparer   General > Return Options Preparer Information - Overrides Office Manager Preparer name
Email Address   General > Return Options Preparer Information - Overrides Office Manager Preparer e-mail address
Phone Number   General > Return Options Preparer Information - Overrides Office Manager Firm telephone number
Preparer Identification Number   General > Return Options Preparer Information - Overrides Office Manager Alternate preparer ID number (PTIN)
Preparer's Address   General > Return Options Preparer Information - Overrides Office Manager Firm address
City/Town   General > Return Options Preparer Information - Overrides Office Manager Firm city
State   General > Return Options Preparer Information - Overrides Office Manager Firm state
ZIP code   General > Return Options Preparer Information - Overrides Office Manager Firm ZIP or postal code
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