Display Screen State Return columm

Forum|Forum|5 years ago
September 23, 2020
1 reply
18 views

Where does the state listed on the display screen pull the information from? I have located 2 possible places, however when I change it in either place it does not correct the information on the display screen in the St. Ret. column. I have several clients that should be listed as US but they are listed as TX and they do not file a Texas Franchise Return. Can this be fixed?

Lacerte Tax

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George4Tacks

Level 15

Screen 1 > Returns > You likely have Texas selected and it should not be unless you are filing the franchise. Just Delete Texas and you will show US

Answers are easy. Questions are hard!

R

roz2Author

Level 5

Thanks George for your help. Texas Franchise is not even a choice under Electronic Returns set for E-Filing. At the bottom of the client page Miscellaneous Info it had TX and I changed it to US, and that did not change it on the Client Display Page, it still says TX. The only place that I can see where TX is listed is at the top of the page under Resident Status. I would like to use this column to double check TX FR clients. I have tried multiple times to have it read US but I haven't been able to change it on the Client Display Screen. Any other ideas?

George4Tacks

Level 15

I think selecting Texas to the left where circled is what triggers it. TX should only be selected if you are filing the Franchise tax. If they do not need to file TX FR, delete Texas where I circled. Hence if it shows TX it should be a TX FR client.

Answers are easy. Questions are hard!

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