Adding or removing a state

Alerts and notices

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.
  1. 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.

  2. 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.
  3. 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.
  4. 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.
  5. 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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