Install state or city module
The process for installing a state or city module to UltraTax CS is different depending on your license and whether you're using Virtual Office CS.
Unlimited license states
If you have an unlimited license for the state:
- SelectFile, thenClient Propertiesin an existing client, orFile, thenNew Client.
- SelectAdd State(s).
- Mark the checkbox for the state and selectOK. If you use Virtual Office CS or Software as a Service (SaaS) and the state isn't listed, turn on the state license.
- If the state hasn't been installed yet, it will automatically download and update.
PRP states
If you have a PRP license for the state:
Virtual Office CS or Software as a Service firms
- SelectFile, thenClient Propertiesin an existing client, orFile, thenNew Client.
- SelectAdd State(s).
- Mark the checkbox for the state and selectOK.
Before you can preview, print, or e-file the state return, download a PRP code.
All other firms
- SelectUtilities, thenCS Connect.
- Make sure theRetrieve and apply available updatesswitch is set toYes.
- Select theInitial State Releasetab.
- Mark the checkbox for the state and selectConnect.
- SelectFile, thenClient Propertiesin an existing client, orFile, thenNew Client.
- SelectAdd State(s).
- Mark the state and selectOK.
- If the state hasn't been installed yet, it will automatically download and update.
Before you can preview, print, or e-file the state return, download a PRP code.