Partner Bridge: Changes for Tax Year 2021

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General Information

The changes listed in this document represent the changes to the Partner Bridge Workbook for 2021. For 2021, all items that were in the Partner Bridge Workbook for 2020 will still be in the 2021 Partner Bridge Workbook in the same location. The additions listed in this document have been added to columns at the end of the 2020 PBW. If you are working with an in-house program that creates a DIF file that you use to import the data into the Tax Application, the changes in this document are the only known changes at this time.

As we are still in the process of receiving final forms from most jurisdictions, we do anticipate that there may be some additional changes to the PBW. Any additional changes after this date will be added to the end of the existing items in the current PBW file.

Changes to Partner Bridge

Column	Jurisdiction	Change
IU - SL	N/A	We are increasing the number of special allocation codes that can be included in the Partner Bridge import and export file from 126 to 252 for the Special Allocation Worksheet.
LK	Massachusetts	We are adding a column to specify if the organization is a Chapter 62 exempt organization.
LL	Massachusetts	We are adding a column to specify if the organization is a Chapter 63 exempt organization.
LM	Pennsylvania	We are adding a column to specify if the partner is included in the consolidated return (PA-40 NRC).
LN	Alabama	We are adding a column to include a nonresident partner in Schedule PTE-AJA.
LO	California	We are adding a column for the beginning capital balance in dollar format.

Import/Export/changes_for_partner_bridge.htm/TY2021

Last Modified: 11/23/2021

Last System Build: 10/18/2022