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Adding a state to your return in ProConnect Tax

by Intuit•7• Updated 3 months ago

In this article we will go over how to add a state to your client and how to setup a multi-state return for each return type.

Before you start:

  • Every year, the IRS releases tax forms on a rolling basis. Forms and schedules can sometimes be delayed and may not be final or ready to file. If you have installed a state and it is not showing in the return, please check the tax form finder link to see if the form has been released.
  • You can look up state agency e-file dates here: ProConnect Tax e-file agency approval and start dates
  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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