Support CenterStates added in Tax Form Defaults/Templates are not showing in new returns
🔍 States added in Tax Form Defaults/Templates are not showing in new returns
This can occur when the state was added to the Tax Form Default or Templates prior to the states being delivered, so it is currently being used as "reference only".
To correct this issue, you will edit the Tax Form Default or Template once those states have been delivered.
⚠️ Before You Begin
Make sure the states have been delivered before updating your Tax Form Default or Template.
📊 Step-by-Step Guide
Step 1: Open your Tax Form Default or Template
Use this when you need to access the settings where the state abbreviations are stored.
Go to the Main Information Sheet in Tax Form Default or Template.
Step 2: Remove the state abbreviation(s)
Use this to force the system to reload the state forms after delivery.
Delete the state abbreviation(s).
Step 3: Tab to another field, then return to the state field
Use this to trigger the state field to refresh.
Tab to another field, and then return to the state field to re-enter the state abbreviation(s).
Step 4: Confirm the forms load
Use this to verify the update worked.
The state form(s) will now load in the Forms Tree.
✅ Success!
After re-entering the state abbreviation(s), the state form(s) should load in the Forms Tree.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: state,form,setup