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How to use or fill out Virginia PTE with our platform
- Click ‘Get Form’ to open the Virginia PTE in the editor.
- Begin with Section I, where you will enter the Pass-Through Entity FEIN and name. Ensure that you select the correct type of filer (Fiscal or Calendar) and provide the Tax Year.
- In Section I, indicate the amount granted/allocated and include any applicable certificate number. Choose the appropriate credit type by checking one of the options provided.
- Move to Section II for Credit Allocation. List each business's SSN/FEIN, street address, and allocated amount. Ensure that total allocations equal the amount shown in Section I, Line G.
- Finally, complete Section III by having an authorized representative sign, print their name, title, and contact information. Make sure to include the date of signing.
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