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Adding and removing state/city returns in ProSeries

SOLVEDby IntuitProSeries Basic100Updated May 11, 2022

When working on a tax return in ProSeries, you may find the need to add or delete a state or city/locality return from the filing. Down below we'll go over how to do so.

Adding state returns

To add/access state returns in the program:

  1. Open the client return.
  2. From the File menu, select Go to State/City.
    • You may also click the ST icon in the toolbar.
    • If no list of states appears, only one state is installed for the Federal formset. If an error message pops up, the formset may not have a state installed and one can be downloaded by selecting the Update menu and choosing Select and Download New Products.
  3. Select the applicable state and click OK.

Removing state returns

If you currently have the federal return open:

  1. Click on the File menu and select Remove State/City
  2. Select the state to remove, and  click Remove.
  3. Click OK when you are asked the question "All data associated with this return will be deleted. Are you sure?"
  4. Press F9 and then F10 at the Federal Information Worksheet screen.

If you have the state or city return that you want to remove open:

  1. Click on the File menu and select Remove This State/City.
  2. Click OK when you are asked the question "All data associated with this return will be deleted. Are you sure?"
  3. Press F9 and then F10 at the Federal Information Worksheet screen.

Of note:

  • If there are any other states attached, press F9 and then F10 at each of the State Information Worksheet screens.
  • Some city returns are extra forms in the state return and not a separate return.

Marking state returns for paper filing

If using ProSeries Professional:

  1. If only one state return is selected for electronic filing on the Federal Information Worksheet Part VI, uncheck the box File state return electronically.
  2. If more than one state return is selected for electronic filing, in the Select state(s) to file electronically table, select No Entry for the state return you no longer want to electronically file.
  3. From the File menu, select Go to State/City.
  4. Select the state return that was removed from the e-file table in previous steps.
  5. From the File menu, select Save to save the tax return.

The state should no longer be marked for e-file, and the return will no longer appear in the EF Center.

If using ProSeries Basic:

  1. If only one state return is selected for electronic filing on the Federal Information Worksheet Part VI, uncheck the box File state return electronically.
  2. If more than one state return is selected for electronic filing, in the Select state(s) to file electronically table, select No Entry for the state return you no longer want to electronically file.
  3. From within the return, click the State tab to access the state return.
  4. From the File menu, select Save to save the tax return.

The state should no longer be marked for e-file, and the return will no longer appear under the EF Clients tab.

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