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How do I amend a state return?

Solution

Before you begin:  It is highly recommended you create a client copy so that you have the originally filed return as one client, and the amended as the other.

Follow these steps to make a copy of your client:

  1. Highlight the client from the Client tab
  2. Click on Client and then click Copy
  1. A window will prompt you to enter a client number.   It is recommended you enter the same client number with an X to indicate which client includes the amended information. For example, (original client number 0001, enter the new client number as 0001X).
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