Multi-State

Forum|Forum|3 years ago
February 5, 2023
1 reply
6 views

I could use some help with preparing multi-state returns.

Most of my clients use QBO.

What are your suggestions from start to finish for handling multi-state returns well?

Are there any excel workpapers you recommend using for helping with apportionment?

Is there a way of importing the state allocations directly from QBO to ProConnect?

Any tips and tricks on how to make this as efficient as possible, would be much much appreciated.

Thank you

ProConnect Tax

This topic has been closed for replies.

George4Tacks

Level 15

https://proconnect.intuit.com/support/en-us/help-article/multi-state-taxes/entering-multi-state-amounts-proconnect/L61jemqC2_US_en_US?uid=ldrmx581

What type of returns?

I doubt QBO will do any state allocations directly. You will have your work cut out for you.

Answers are easy. Questions are hard!

K

kelly6Author

Level 3

All return types.

What is the most efficient way to handle this?

I have a lot of clients in the music touring space, so lots of multistate returns.

Trying to determine the most efficient and cost effective way to handle (these are mainly small businesses)

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