State consolidation checklist

All individual entities are in balance.

Review and clear diagnostics. Go to Access
, Diagnostics and Overrides
for each individual entity.

Make sure all entries to Organizer have been made at the same level.

Re-compute each entity on the latest version of the product.

Verify if the state file uses different entities than the federal.

If so, check if there's a separate consolidation and elimination return for the state.

Make sure all state general information was entered in the parent return.

Has the state you're combining been activated for each entity within the combined report, including the elimination return?

Review and perform state combined processing instructions.

Indicate the state to combine on the consolidation return.

Consolidate TAS with the Organizer - Subsidiary listing selected.

Perform the consolidation in Organizer.

Review each combined state from the Tax Form Combined Report.

Review and clear diagnostics. Go to Access
, Diagnostics and Overrides
on the consolidated return.

Print the state combined return.

This article applies to: