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- How to adjust the State Tax Refund income item in Tax Advisor
How to adjust the State Tax Refund income item in Tax Advisor
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YJCPA
Level 2
yesterday
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Issue 1: In the 2024 Baseline Year, the State Tax Refund isn't showing up in any row, but it is being added to the Total Income. Therefore, the report, as it displays/prints, does not foot. Issue 2: The 2024 state refund amount is also being used in the 2025 Planning Year - we need to be able to update this number since it will always be different than the 2024 amount. Thank you!
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