Assign state workpaper charts to binders
After setting up State A&A Workpapers, Logic, and Forms Cross-Reference charts, you must assign them to each binder.
The Logic and Forms Cross-Reference charts are assigned to the binder's properties to control the state A&A workpaper calculations and flow of data to the A&A Organizer Override screen.
You can assign the charts either in the individual
Binder Properties
or in the Enterprise Control Panel (ECP) in Batch
, Batch Process
. You must have administrator rights to use the ECP. After the chart's assigned to a binder, open the Organizer so the system can populate the State Factor Reconciliation workpaper with category and tax return data.
