How do I electronically file a stand alone state return within a federal Consolidated 1120 return using worksheet view?

States are not available for e-filing as a single unit from inside the consolidated shell company (except Massachusetts). Do not e-file from the consolidated level if any of the following states are present: AL, CA, GA, KS, MD, MI, SC, WI.

If the federal return is consolidated but the state is not, the state must be e-filed by itself from the the return where that state is produced.

Electronic filing of stand alone state returns is not allowed when the return is accessed through the Return Group tab. Do not export a stand alone state (other than MA if filing on combined basis) by selecting the return through the Return Group tab and tree structure. You must close the consolidated return and open the specific stand alone return.

Warning! Before starting, we recommend creating a second version of the stand alone return. This will ensure that your federal return remains unchanged.

  1. To remove the return from the consolidation, do the following:
    1. Go to the General > Basic Data worksheet.
      • Select Section 1 - General.
        • In Line 45 - Code for consolidated return, clear the checkbox.
        • In Line 46 - 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.
  2. If the federal return was previously exported, suppress it by doing the following:
    1. 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.
  3. To indicate which states to file:
    1. Go to the General > Electronic Filing worksheet.
      • Select Section 4 - State Electronic Filing Options.
        • In Lines 1 through 44 - File State Electronically, use the lookup value (double-click or press F4) to select Yes for all applicable states.
  4. Suppress all other state returns:
    1. Go to the General > Electronic Filing worksheet.
      • Select Section 1 - General.
        • In Line 3 - File all states electronically - (Y),(N) *, use the lookup feature (double-click or press F4) to select No.
  5. Calculate the return.
  6. Verify that the state returns being electronically filed have qualified.
  7. Export the state only return.

Notes

  • Verify the Return Group tab is inactive (grayed out) for each company whose state return you have just exported. This will confirm that the company was not opened or accessed through the Return Group tab.
  • If the federal consolidated return or any state consolidated or combined return has been exported, verify that it has also been released to the taxing authority from the ELF Status Site before exporting the separate state returns. If you upload a separate state return while the federal consolidated or any state consolidated or combined return is in "Ready to Release Status," the state return will override the federal and you will need to export the previously exported returns again.
  • 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 a client ID that is part of the federal consolidated return group.
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