Common State screens of Organizer

The Common State screens of Organizer give you a more efficient method of data entry when your client is active in multiple states.
When using the Common state screens, follow these steps to process extension requests and applications.
Common State screens in Organizer
  1. Activate states.
  2. Complete federal general information. If your state general information is generally the same as your federal return, we recommend that you enter general information at the federal level to minimize data entry.
  3. Enter basic company information overrides. To override general information for a specific state but not all states, you'll need to go to each state individually and enter the override information.
  4. Enter miscellaneous information.
  5. Enter state identification numbers.
  6. Enter tentative tax amounts and prior year overpayments.
  7. Complete data entry for states and cities requiring special input.
  8. Compute the return.
  9. Print extension forms.
  10. Output.
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