Entering state organizer data

Alerts and notices

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:

  • For proforma'd clients, state organizer screens are available for data entry for the resident state and any other state containing proforma'd data.
  • For new clients, a state organizer screen is available for data entry for the state entered in the State field in Screen 1040.

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

  • For proforma'd clients, state organizer screens are available for data entry for the resident state and any other state containing proforma'd data.
  • For new clients, you can enter data in a state organizer screen for the state specified in the State field in Screen 1040. Also, while you are in federal tax or organizer data entry, if you enter a state postal code for a state you have installed, UltraTax CS automatically opens an Add Selected State dialog where you can add the state's return to the client.

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