Create Forms Cross-Reference Charts for State A&A Workpapers
The State Forms Cross-Reference Chart relates the amounts in the State A&A Workpapers to the amounts reported on an individual state tax return.
This provides an audit trail, which is beneficial after the tax return's been filed. Assigning user-defined subcategories to state tax return lines allows you to control how data's summarized on a state-by-state basis.
You must create a custom Forms Cross-Reference chart for each state (jurisdiction). This custom Forms Cross-Reference is the mechanism used to transfer the amounts from the state workpaper to the state tax return.
To create a Forms Cross-Reference Chart:
- Go toCharts,State A&A, and thenForms Cross-Reference.
- Select the year.
- SelectAdd Chart.
- Enter the name and select theJurisdiction.
- If copying from another forms cross-reference chart, select the chart fromCopy from.
- Remove any selection from the items you want to exclude.
- Select theSuppress automatic tax return presentationtoggle to un-assign categories.
- SelectCreate.
