990 Tracker Guide | Extension and State Data Grid

Search

The data flow from federal to state forms does not happen automatically. Some data is passed from the State grid into the state forms. Once enabled, you can manage and make edits from the state data grid by state.

Extension Data Grid

When you start an engagement you will only see the extension data grid until you take steps to finalize that grid. Once finalized, the State grid becomes available.

The extension data grid will flow to the extensions.

State Data Grid

The State Data Grid will flow to the state forms. After entering your data into the State Data Grid, the state forms will populate with the information from your federal return and any state modifications.

Be sure to save your changes.

More information can be found in the State Module Reference Guide

Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this software (including any reports or downloads) is not intended or written to be used and cannot be used for the purposes of (i) avoiding penalties under the Internal Revenue Code or (ii) supporting, promoting, marketing or recommending to another party any transaction or matter addressed herein. This software is for informational purposes only and should not be regarded as tax advice. Please consult your tax advisor or attorney for guidance on your individual tax situation.

Was this article helpful?

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.

<% children.forEach(function(child, index) { %>
• <%= child.title %>
<% }); %>

<% blocks.forEach(function(block, index) { %>
• <% if (imageHeight) { %> <% var src = images.length > index ? images[index] : images[images.length - 1] %> <% } %> <% if (block.name) { %>

  <% if (block.html_url) { %> <%= block.name %> <% } else { %> <%= block.name %> <% } %>

  <% } %> <% if (block.description) { %>

  <%= block.description %>

  <% } %>
<% }) %>

<% if (block.html_url) { %> <%= block.name %> <% } else { %> <%= block.name %> <% } %>

<%= block.description %>