PT-61 eFiling Help

The purpose of this section is to provide a basic guide on how to use the PT-61 E-Filing system. If you are a first time user we highly suggest reading this guide to assist you in your filing process.

This page contains the following sections each of which are black, bold, and underlined:

The Home Page:

The home page is an important part of the PT-61 E-Filing process. It basically contains 3 different sections.

Section one is labeled on the right in Figure 1 with the A arrow. This is where you click to begin filing the PT-61 electronically.

Section two is labeled with the B arrow in Figure 1. This section titled Noteworthy is where we will place important information about PT-61 E-Filing. It is important to check this section every time you visit PT-61 E-Filing. For example, one important thing to know is that Adobe Reader is required.

Section three is labeled in Figure 1 with the C arrow. This is the link the help section which contains important information about the PT-61 E-Filing program. This is also the section you are currently in.

Figure 1

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Navigation and Field Specific Help :

Figure 2 below shows an image of the first step in the E-Filing process which is entering the Seller information. On this screen you will enter the Seller's information, notice you can enter a Business name by changing the radio button at arrow F from Individual to Business. Once you have entered the Seller information you can move on to the next section.

To navigate between sections you have two options. Option 1 is to click any of the tabs at the top of the page. The tabs are labeled in Figure 2 with the A, B, C, D, and E arrows. You can move to the next section only when the section prior is complete. So if you tried to move to the Property section before completing the Buyer section you will get an error. The other option for navigating, Option 2, is to click the Previous Step and Next Step buttons at the bottom of the page which is labeled below in Figure 2 with the H arrow. Obviously if there is not a previous step then the Previous Step button will not appear and the same for Next Step.

Figure 2

You may also notice a lot of red question marks ( ? ) on all of the screens. If you click on a question mark then field specific help will pop up providing help text specific to the question mark you clicked. For example, if you clicked on arrow G in Figure 2 then the window pictured in Figure 3 would appear.
Figure 3

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Tax Screen:

If you are at the Tax screen you may notice the Exempt Code drop down list. This is illustrated by the A arrow in Figure 4 below. If you qualify for an exemption, you would select the appropriate exempt code on this screen. If you are unsure about the definition of a particular exempt code then you will notice that a description pops up below each one after you select it. Also notice that you are still required to enter item 1 or 1A before continuing.

There are also two cases in which you do not need to file a PT-61 at all. These can be found in the Important Information For New Users help section.

Figure 4

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Tax Exemptions:

The following statutory and regulatory exemptions may be selected when completing the Tax Screen. These are exemptions from paying the transfer tax but not for filing the PT61 form. When completing the Tax Screen during the filing, the sale price, consideration or estimated value of the property must be entered, but the application will default the "tax due" to zero if an exemption has been selected from the list. For the exemptions from filing the form, please see the section entitled, Important Information for New Users in the Help section.

Agent to Principal / Nominee to Principal
Consideration must be that of Principal; not Nominee.

Cemetery deed
"Deeds" to cemetery plots.

Chap. 11 Bankruptcy
Any transfers of property from the debtor under a confirmed bankruptcy plan under 11 U.S.C. § 1129 that are exempted pursuant to 11 U.S.C. 1146(a).

Company to Individual Transfer
Any deed, instrument, or other writing through which real property is transferred from a corporation, partnership, or other entity to one or more individuals if the individual or individuals to whom the property is transferred also have a majority ownership interest in the corporation, partnership, or other entity by which the property is transferred.

Corporate Merger
Deeds transferring title from the old Corporation to the new Corporation as part of a merger.

Corporation to Corporation
Deeds conveying interest only when there is a Corporate Dissolution.

Deed Confirming Title Already Vested
Deeds filed to clear flaw or cloud in title when no consideration paid.

Deed in Lieu of Foreclosure
Any deed issued in lieu of foreclosure if the deed issued in lieu of foreclosure is for a purchase money deed to secure debt that has been in existence and properly executed and recorded for a period of 12 months prior to the recording of the deed in lieu of foreclosure.

Deed of Correction
Deeds correcting any error on a previous filing when there is no consideration.

Deed of Gift
Any deed or instrument which voluntarily transfers legal title to property for no consideration, that is for which no value is received in return.

Divorce Based Transfer
Any transfer of real estate between a husband and wife in connection with a divorce case.

Estate Deed
Any deed of assent or distribution by an executor, administrator, guardian, trustee, or custodian; any deed or other instrument carrying out the exercise of a power of appointment; and any other instrument transferring real estate to or from a fiduciary; provided, however, that the exemption provided under this paragraph shall apply only if the transfer is without valuable consideration.

First Transferee Foreclosure
The deed from the debtor to the first transferee at a foreclosure sale.

Govt/NonProfit Public Corp
Any deed, instrument, or other writing to which any of the following is a party: the United States; this state; any agency, board, commission, department, or political subdivision of either the United States or this state; any public authority; or any nonprofit public corporation.

Individual to Company Transfer
Any deed, instrument, or other writing through which real property is transferred from one or more individual owners to a corporation, partnership, or other entity if the individual owner or owners of the real property also have a majority ownership interest in the corporation, partnership, or other entity to which the property is transferred.

Joint Tenant Division
Any deed, instrument, or other writing which effects a division of real property among joint tenants or tenants in common if the transaction does not involve any consideration other than the division of the property.

Partition Deed
Deeds which only change type method of ownership from undivided interest to divided interest with no change in portion.

Property Returned after FiFa
Any deed that seeks to return any property sold at a tax sale back to the defendant in a FiFa.

Public Road Acquisition
Transfer of property which is acquired as provided in Code Sections 32-3-2 and 32-3-3.

Sheriff's Deed of Redemption
Deeds of Redemption from Sheriff's Tax Sale.

Year's Support Order
Any order for year's support awarding an interest in real property as provided in Code Section 53-5-11 of the "Pre-1998 Probate Code," if applicable, or Code Section 53-3-11 of the "Revised Probate Code of 1998";

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Preview and Accept:

After you have completed all of the sections you will have a chance to preview what you have entered. Please review the data to make sure everything you have entered is correct. If you need to make changes you can click on the tabs at the top to go back to the section you wish to modify.

Once you are satisfied that all the data is correct then the next step is to generate the final form and submit your data. Before you can do that however, you must check the acceptance checkbox designated by arrow A in Figure 5 below. After you have checked the acceptance box, press the Submit PT-61 Form button as shown by arrow B.

Figure 5

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Generating final PT-61 PDF document:

The final PT-61 form is an Adobe PDF document. It is dynamically generated in memory when you submit your data. Figure 6 below shows what the screen looks like while it is generating the PDF document.

Figure 6

Since the final form is a Adobe PDF document, you need Adobe Reader to view it. You can download Adobe Reader by click on the "Get Adobe Reader" image below.
Get Adobe Reader

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Final PT-61 PDF Printing and Saving:

Figure 7 below shows the final screen in the PT-61 E-Filing process. This is the form you will file with your deed at the Clerk's office.

You will notice three arrows in Figure 7.

  • To print the PT-61 form click on the Click Here To Print Form button designated by arrow A in Figure 7.
  • To save the PT-61 form click on the Click Here To Save button labeled by arrow B.
  • To return to the PT-61 home page click on the Return to PT-61 Home Page button at arrow C after you are done printing and/or saving the PT-61 form.

Figure 7

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