If the federal return is consolidated, but the state is not, then state must be e-filed by itself from the separate client file where that state return is prepared.

Electronic filing of stand alone state returns is not allowed when the return is accessed through the Return Group tab. To export a stand alone state (other than MA if filing on combined basis and AL 20C) you must close the consolidated return and with CCH Axcess™ Tax  Return Manager window, or CCH® ProSystem fx® Tax Open Returns window, open the specific separate company return as a stand alone return.

Warning! Before starting, we recommend creating a second version for efiling stand alone state returns. This will ensure that your federal return remains unchanged.

1. Open the separate company return.
2. Verify the Groups / Return Group tab is not active.
   • If the Groups / Return Group tab is still active, close the tax program, reopen the tax program, and then reopen the separate company return.
3. Remove the input indicating it is part of a consolidation:
   • Go to the General > Basic Data worksheet.
     • Select Section 1 - General.
       • In Line 47 - Code for consolidated return, clear the checkbox.
       • In Line 48 - Return may be included in a consolidated return, remove any entries in this box.
         • Note: If a second version of the return was not created, the steps above will need to be reversed once the separate state return(s) have been exported.
4. If the federal return was previously exported, suppress it by doing the following:
   • Go to the General > Electronic Filing worksheet.
     • Select Section 1 - General.
       • In Line 12 - Do not to transmit federal return/extension at this time, select the checkbox.
5. To indicate which states / cities to file:
   • Go to the General > Electronic Filing worksheet.
     • Select Section 4 - State Electronic Filing Options.

• In Lines 1 through 46 - File State Electronically, select Yes for all applicable states.
• In Lines 47 through 50 - Other State Electronic Filing, select Yes for all applicable states.
• In Lines 51 through 57 - City Electronic Filing, select Yes for all applicable cities.

4. Suppress all state, all city, and other returns options:
   • Go to the General > Electronic Filing worksheet.
     • Select Section 1 - General.

• In Line 3 - File all states returns electronically - (Y),(N) *, select No.
• In Line 4 - File all city returns electronically - (Y),(N) *, select No.
• In Line 6 - File all states electronically - (Y),(N) *, select No.

5. Calculate the return.
6. Verify that the state returns being electronically filed have qualified.
7. Export the state only return.

Notes

• Prior to export of stand alone state return, verify that any previous uploads into "Ready to Release Status," from that client, in the same tax year, has been released to the taxing authority from the ELF Status Site.
• Arizona, Arkansas, and Oregon do not currently allow separate company returns to be e-filed without having sent the federal return. Please paper file these states if they use an EIN / client ID that is part of the federal consolidated return group.
  • States are not available for e-filing as a single unit exported from inside the consolidated shell company return group (except Massachusetts and Alabama 20C). Do not e-file from the consolidated level if any of the following states are active for electronic filing in the parent and subsidiary returns: AL BPT/CPT, CA, GA, KS, MD, MI, SC, WI.