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Organizer

Spreadsheet Format

The spreadsheet format allows you to review common state general information across all jurisdictions at once. If a state’s entry is different than the federal entry or the entry in the Common State area, you can enter the modifications in the new spreadsheet.
The Common State > Basic Return Information spreadsheets are laid out in the following format.
  • The first row contains field descriptions for the data entry items.
  • The Federal row contains the values carrying from the federal portion of the Organizer. This row is read-only. Any value entered in this row will be removed when the screen refreshes and will not change the original federal data. If you need to modify federal entries, navigate to the federal portion of the Organizer to make these changes unless this value is adjusted in the Common State row.
The Common State row allows you to override federal data or enter data for fields that carry to all applicable jurisdictions but do not exist in the federal area.
The individual state rows are controlled by state activation. These rows will display data that is flowing from the federal and/or Common State and allow you to change the data on a state-by-state basis.
After you open the spreadsheet, you can enter data as you would in any spreadsheet. Once you enter your data and select
Enter
 or tab to another field, the data is committed to the Organizer.
  • To change a value back, simply reenter the original value. If you changed a value within an Individual state row and you would like to pull from Common State instead and the field is not indicating that it has been overridden, simply delete the entered value. If it has been overridden (data’s font is red), then use the right mouse function to clear the override.
  • Column widths may be adjusted during your current session, but will reset the next time you access to dialog.
  • Drill-down links are provided from the Tax Forms to the specific fields within the spreadsheet to assist with data entry.
  • The fields marked N/A indicate that the particular field does not apply to that specific jurisdiction. If you mistakenly type on a field marked N/A, simply reopen the dialog. The N/A will display again.
  • If a field does not display N/A, you may enter data. This holds true for the Federal row as well. The entire Federal row is presented in gray to indicate that it is read-only. If the field does not have N/A, then a field exists in the federal Organizer for this particular item.
  • Some fields only allow a controlled set of values to be selected. In these cases, select the value from the dropdown list on the individual jurisdiction row.

This article applies to:

  • Product: GoSystem Tax RS
  • Return type: 1040 Individual, 1120 Corporation
  • Subject: Organizer

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