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This article applies to:

  • Product: Planner CS

Add or remove a state in Planner CS

Use the following steps to add or remove state modules in an open plan. Add or remove a state from the Edit menu or from the
Plan Information
 window.
Before you remove a state, back up the plan data. When you remove a state module from a tax plan, all state information entered for that particular plan will be lost.
note
  • Be licensed for, and have installed, the state modules you want to add.
  • You can't add a state module to an annualized plan because annualized plans only calculate Federal quarterly estimated tax payments.
  • Part-year resident plans aren't available.
  1. Choose
    Edit
    , then
    Add/Remove States
    , or choose
    File
    , then
    Plan Information
    .
    note
    If
    Add/Remove States
     isn't available or the fields in the States group box in the
    Plan Information
     window are unchecked, install state modules.
  2. To add a resident state, select a state from the
    Resident state
     dropdown list. To remove a resident state, select the state that is selected in the
    Resident state
     field and press the
    Delete
     key.
  3. If you are in the Plan Information window, select the
    Nonresident States
     button to view the
    Add / Remove States
     window. If you are already in the
    Add / Remove States
     window, proceed to the next step.
  4. To add or remove nonresident states, mark the checkbox next to each state you want to add or clear the checkbox next to each state you want to remove.
  5. Select
    OK
    .
To open a state module, select the state module button on the Planner CS toolbar or choose
View
, then
Federal/States
.