Entering state organizer data

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Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

You can enter state organizer information directly in the state organizer screens just as you can with federal organizer data entry.

If you want to use organizer screens before installing a 1040 state:

If you want to use organizer screens after installing a 1040 state:

For more information about printing state organizers, see Printing client organizers.

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