Shareholder Information > state tabs

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Use the state tabs in the Shareholder Information window to enter state-specific information for shareholders. The information you enter is used to complete the state return. State tabs only appear if a state has been added to the client.

To update a shareholder's state information, click that shareholder in the Shareholder spreadsheet and then click the appropriate state tab.

State tabs

For information on the fields in a specific state's tab, click the appropriate link in the list.

Alabama Arizona Arkansas California
Colorado Connecticut Delaware Georgia
Hawaii Idaho Illinois Indiana
Iowa Kansas Kentucky Louisiana
Maine Maryland Massachusetts Michigan
Michigan Cities Michigan MBT Minnesota Mississippi
Missouri Montana Nebraska New Jersey
New Mexico New York North Carolina North Dakota
Ohio Oklahoma Oregon Pennsylvania
Rhode Island South Carolina Utah Vermont
Virginia West Virginia Wisconsin

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