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How to create a multi-state return in ProConnect Tax

by ProConnect Tax Online Updated 1 year ago

Down below we will go over how to setup a multi-state return for each return type.

  1. Go to the Profile tab.
  2. Click inside the Add a state return field, at the top left.
  3. Select the states you need from the list.
  4. Go to the Input Return tab.
  5. On the Client Information screen, select the appropriate Resident State as of 12/31.
  6. Check the Multi-State Return? box.
  7. Check the Full Year Resident? box, if applicable.
  1. Go to the Profile tab.
  2. Click inside the Add a state return field, at the top left.
  3. Select the states you need from the list.
  4. Go to the Input Return tab.
  5. On the Client Information screen, scroll down to the State Information section.
  6. Check the Multi-State / Non Resident Beneficiary? box.
  7. Select the estate or trust's Resident State as of 12/31.
  8. Check the Trust (or Estate) is Full Year Resident? box, if applicable.
  1. Go to the Profile tab.
  2. Click inside the Add a state return field, at the top left.
  3. Select the states you need from the list.
  4. Go to the Input Return tab.
  5. On the Client Information screen, scroll down to the State Information section.
  6. Check the Multi-State Return? box.

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