Changing the State treatment to the appropriate state postal code

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When a client is converted from another application, the state depreciation treatment is converted as "State." This information does not transfer to the applicable state application in UltraTax CS until the "State" treatment is renamed to the appropriate state postal code.

To modify the State treatment, perform the following steps.

  1. Open the desired client.
  2. Choose Setup > Treatments.
  3. In the Treatments dialog, mark the State checkbox. The Classify dialog opens.
  4. In the Classify dialog, select the appropriate state from the drop-down list for the State field.
  5. Click Continue.
  6. Click OK to close the Treatments Options dialog.
  7. Click OK to close the Treatments dialog.

Note: This setting applies only to the current client.

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