Step-by-Step:
🌐 State Section:
Begin by clicking on "State Section" from the main navigation.
✏️ Edit CA Return:
Click the pencil icon to open the California return.
📍 Select County:
Click "--Select--" and choose the County of Principal Residence.
➡️ Continue:
Click "Continue" to move forward.
🔘 Choose an Option:
Select the appropriate answer from the available choices.
🧩 Make Additional Selections:
Choose the most relevant option for your client's situation.
❓ Answer Questions:
Respond to all California-specific questions. (Note: Use tax is rarely due unless specified by the client.)
✅ Finalize Info:
Once everything is entered, click "Continue" again.
🎥 Video Step:
(This step may include a training video or reference.)Link for your reference on the video: https://app.supademo.com/demo/cmcxm80zc0o41c4kj87j9qrfj?step=9
🚪 Exit CA Return:
After completing all sections, click "Exit California Return" to save and finish.