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📚 What This Guide Covers

This article explains why states added to templates may not appear in new returns, and how to fix it.

✅ Solution

In some cases, the state was added to templates before the states were delivered, so it is currently being used as "reference only".

1. After the states have been delivered, edit the template.
2. Delete the state abbreviations from the Main Information Sheet in Templates.
3. Select another field, then return to the state field and re-enter the state abbreviations you need.
4. You will see the state forms loaded in the tree.
5. Save this change. The forms will automatically load with all returns using this template.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket