State TI mapping for returns
You can create mapping for income, financial, and insurance returns.
To add and map subcategories, go to
Charts
, State TI Forms Mapping
, and select Return Type
: Income Tax, Financial, or Insurance.Enter a name for the chart in one of the following formats which coincide with the return type:
- Income Tax - PrefixStateNameIncTax
- Financial - PrefixStateNameFin
- Insurance - PrefixStateNameInsurance
Globally turn off system automatic adjustments
You can turn off automatic calculations in one of two ways:
- Map the line in the Forms Mapping chart for the state. This allows you to enter data for the subcategory in the State TI Workpaper, or
- Globally turn off automatic entries in the Enterprise Control Panel (ECP):
- Go toBatch,Batch Process.
- Select a binder, and thenNext.
- ChooseTask,State, and thenState TI Workpapers.
- SelectSelect BindersorBinder Group.
- Select the binders or group to apply this option.
- Go to theOptionstab and selectYesto suppress system automatic calculations.