Use this procedure to add or remove one or more state modules in an open plan. You can add or remove a state from the Edit menu or from the Plan Information dialog.
Before you remove a state, you may want to back up the plan data. When you remove a state module from a tax plan, all state information entered for that particular plan will be lost. See Backing up or checking out data and other items for more information.
Notes
- You must be licensed for, and have installed, the state modules you want to add. See Installing state modules for more information.
- You cannot add a state module to an annualized plan because annualized plans only calculate Federal quarterly estimated tax payments. See Annualized plans overview for more information.
- Part-year resident plans are not available.
- Choose Edit > Add/Remove States, or choose File > Plan Information.
Note: If Add/Remove States is unavailable or the fields in the States group box in the Plan Information dialog are unavailable, install state modules.
- To add a resident state, select a state from the Resident state drop-down list. To remove a resident state, highlight the state that is selected in the Resident state field and press the DELETE key.
- If you are in the Plan Information dialog, click the Nonresident States button to view the Add / Remove States dialog. If you are already in the Add / Remove states dialog, proceed to the next step.
- To add or remove nonresident states, mark the checkbox next to each state you want to add or clear the checkbox next to each state you want to remove.
- Click OK.
To open a state module, click the state module button on the Planner CS toolbar or choose View > Federal/States.
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