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Level 1
December 7, 2019
Solved

How to add state for 1040 processing?

New client moved from another state during the year and I need to add MA to those I already have access to.  Will it add as part of the processing or must I do something before getting REP authorization for this client?

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abctax55
abctax55Answer
Level 15
December 7, 2019

Client Info (Screen 1)  Upper left side under "Returns", click on Add, and select MA.   

When you try to process Forms, you'll get a pop-up message about adding the state to the software (unless you've already downloaded MA) AND about REP access.

HumanKind... Be Both

1 reply

abctax55
abctax55Answer
Level 15
December 7, 2019

Client Info (Screen 1)  Upper left side under "Returns", click on Add, and select MA.   

When you try to process Forms, you'll get a pop-up message about adding the state to the software (unless you've already downloaded MA) AND about REP access.

HumanKind... Be Both