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:
  1. Select
    File
    , then
    Client Properties
    in an existing client, or
    File
    , then
    New Client
    .
  2. Select
    Add State(s)
    .
  3. Mark the checkbox for the state and select
    OK
    . If you use Virtual Office CS or Software as a Service (SaaS) and the state isn't listed, turn on the state license.
  4. 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
  1. Select
    File
    , then
    Client Properties
    in an existing client, or
    File
    , then
    New Client
    .
  2. Select
    Add State(s)
    .
  3. Mark the checkbox for the state and select
    OK
    .
Before you can preview, print, or e-file the state return, download a PRP code.
All other firms
  1. Select
    Utilities
    , then
    CS Connect
    .
  2. Make sure the
    Retrieve and apply available updates
    switch is set to
    Yes
    .
  3. Select the
    Initial State Release
    tab.
  4. Mark the checkbox for the state and select
    Connect
    .
  5. Select
    File
    , then
    Client Properties
    in an existing client, or
    File
    , then
    New Client
    .
  6. Select
    Add State(s)
    .
  7. Mark the state and select
    OK
    .
  8. 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.

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