Members all listed as non-resident on state tax forms

If you generate the state tax forms, and find that all club members are listed as non-resident, the most common reason we have seen for this is that the end of year Allocation of Income expense has not been completed. To do this, take the following steps:

  1. Click on the Accounting tab.
  2. Click on the Utilities heading from the list of links on the left-hand toolbar.
  3. Click the Allocate income and expenses link
  4. Choose the tax year from the drop-down list, then click Yes.

Once the Allocation is complete, return to the Taxes tab, and select the state tax printer. On the page that comes up, scroll down and click the Regenerate button. This time, all members will be listed, with a set of check-boxes that allow you to select members as state residents.