General Questions
 

  1. Are there any restrictions about this tool that I should know?

    The free one is restricted to the Short Form and e-filing. The commercial products have no restrictions.

  2. Does PRTax print the returns in English?

    PRTax prints your returns in English or Spanish. When you are ready to print, select “Utilities” from the menu bar and select “English”. The returns will be printed in English.

  3. Who should I contact if I have questions regarding PRTax Live?

    For questions or comments about PRTax Live, email us at prtaxefile@prsoft.com.

  4. I entered wrong information in my return. Can I edit or delete this return?

    You should be able to correct the information on the screen. To delete this return, click “File” and select “Delete Returns”. Select the return and click “Delete”. The return will be deleted from the program.

  5. On the commercial Web page the same program is installed when I click the “Forma Corta” or the “Forma Larga” button. Is this an error?

    No. The program to file the Short Form or the Long Form is the same. The difference is that when you file the return, the program requests the payment corresponding to the return to be filed: $14.99 for the Short Form or $24.99 for the Long Form.

  6. PRTax Live displays many errors when I try to fill out a screen. What should I do?

    Your installation seems to be incomplete. Download PRTax Live again.

  7. To download PRTax Live, I clicked the Forma Corta button, but the program let me select the Long Form. Can I fill out the Long Form?

    Yes. The program to file the Short Form or the Long Form is the same. The difference is that when you file the return, the program requests the payment corresponding to the return to be filed: $14.99 for the Short Form or $24.99 for the Long Form.

  8. Why doesn't the program recognize the deduction for dependents?

    PRTax Live was designed to follow the Puerto Rico Internal Revenue Code procedures. For information about amounts allowed in any of the fields of this program, refer to the "Planilla de Contribución sobre Ingresos de Individuos" booklet. You can access it at:

    http://www.hacienda.gobierno.pr/planillas_y_formularios/individuos.html

    If you still have doubts related to tax laws and procedures, please contact the Hacienda’s consulting personnel at (787) 721-2020 extension 3611 or 1-800-981-9236. PRSoft does not offer tax consulting.

  9. Why is the loss on Schedule M transferring to Page 1 of the Long Form?

    On Part II of the Schedule M, clear the checkmark on the "Principal Source of Income" checkbox. The loss will not show on page one of your return.

  10. Why doesn't the depreciation field show the correct amount?

    PRTax auto-calc: 1. use straight-line depreciation; 2. counts only FULL MONTHS of ownership; and 3. does not prorate days. To disable the auto-calc option, clear the "AutoCalc" checkbox. The fields will accept different amounts.

  11. Where can I find the five percent special tax showing on my return?

    The Line 10 of the Schedule D2 shows the 5 percent when the special tax is calculated.

  12. I have Windows Vista. What can I do to avoid problems with the system?

    1. Right-click the icon of the application and select "Properties".

    2. Select the "Compatibility" tab.

    3. Select the "Run this program in compatibility mode for:" checkbox.

    4. Select "Windows XP (Service Pack 2)" from the drop-down menu.

    5. Select the "Disable desktop composition" checkbox.

    6. Select the "Run this program as an administrator" checkbox.

    7. Click OK.

  13. Why doesn't Part I of Schedule A accept the deduction for childcare?

    The childcare deduction requires that both the taxpayer and his spouse work. (Refer to page 21 of the "Planilla de Contribución sobre Ingresos de Individuos 2006" booklet in English). Therefore, you must enter two W-2 and/or 480.6B for the system to interpret that both work. Make sure that the field Whose W-2 is it? in the Form 499R-2/W-2PR or in the Form 480.6B screen identifies if the W-2 or the 480.6B belongs to the taxpayer or his spouse. If you selected Taxpayer in both, the system will interpret that the taxpayer has two incomes, not that both of them work.

  14. Why doesn't Part II of Schedule A accept the $3,000 deduction when both spouses receive earned income and file as "married living with spouse, filing jointly"?

    The $3,000 deduction requires that both the taxpayer and his spouse work. (Refer to page 25 of the "Planilla de Contribución sobre Ingresos de Individuos 2006" booklet in English). Therefore, you must enter two W-2s and/or 480.6B for the system to interpret that both work. Make sure that the field Whose W-2 is it? in the Form 499R-2/W-2PR or the 480.6B screen identifies if the W-2 or the 480.6B belongs to the taxpayer or his spouse. If you selected Taxpayer in both, the system will interpret that the taxpayer has two incomes, not that both of them work.  

  15. I cannot see the whole page of the program. What can I do?

    Use Control Panel / Display / Settings to change your screen resolution.

  16. My W-2 Control Number contains more characters than what the program allows. How can I enter it?

    Enter only numeric characters. If the control number is ABC12345678, enter only the numbers 12345678.

  17. If I have two W2s or if I need to enter more than one Schedule H, how can I add them?

    Both the W-2 and the Schedule H screens include the following buttons: <<Prev, Next>>, Add, and Delete.

    • To enter data of another W-2 for or an additional Schedule H, click Add.

    • To erase the screen, click Delete.

    • Click <<Prev and Next>> to see the W-2s and Schedules H entered.

     

  18. How do I know the status of a return sent to the Department of the Treasury?

    Contact the Department of the Treasury at (787) 721-2020 ext. 3610, (787) 724-6666 or 1-800-981-7666.

  19. On the "Personal Information" screen, after typing the social security number the following alert message appeared: "Social Security No. already on File". What can I do to continue filling out my return?

    It seems that you had begun to complete a return for that social security number before. When you click File / New Return, you cannot repeat a social security number already entered in the program. To create a new return with that social security number, you must delete the previous return. To delete it, go to File and select Delete Return.

  20. I downloaded PRTax instead of PRTax Live. How can I transfer the PRTax return's data to PRTax Live?

    To transfer your returns' data from PRTax to PRTax Live follow these steps:

    1. Run PRTax.

    2. Click Utilities on the menu bar and select Backup/Restore Data.

    3. Make sure that the Backup option is selected.

    4. Click Browse and select where the data will be saved temporarily and click OK.

    5. Find the PRTax06.zip file that includes the returns' data.

    6. Rename the file from PRTax06.zip to PRTaxLive06.zip (you only have to add Live).

    7. Open the PRTax Live application. Click Utilities and select Backup/Restore Data.

    8. Select Restore.

    9. Click Browse and search for the directory where the PRTaxLive06.zip file is located.

    10. Click OK.  

    11. To make sure that the returns' data was transferred to PRTax Live, click File and select Open. The pop-up window should display the data.

  21. What is the control number?

    The control number is located on the W2-PR or 480.6B you entered to document your income and withholding.

    This number allows the Department of the Treasury to locate in their records the information submitted by your employer and avoids requesting taxpayers the physical evidence of the printed form.