Notion:

  1. Duplicate the client return in Notion
  2. Mark the original return stage as Efile
  3. Mark the duplicate return stage as review
  4. In the duplicated return under the Notes column write “State”

Proseries:

  1. In the Missing Info section write “ WTG FOR STATE RETURN TO FINALIZE”
  2. On the Info Worksheet, under Part VI Efile Section, deselect the State return for efiling
  3. Go to the state return to confirm it is no longer ready to efile