---
title: "1040 - Installing State Packages"
canonical: "https://support.crosslinktax.com/space/CSC/1869283982/1040%20-%20Installing%20State%20Packages"
format: markdown
---
> ℹ️ This article explains how to install state packages for the CrossLink 1040.

> 📝 *To prepare a state return, the state package for that state must be installed.*

---

**Follow the instructions below to successfully install a State package:**

## **Method 1 - Install the State Package from within CrossLink 1040:**

1. Create/Open a tax return.

2. Click **Add Form** **(Ctrl + A)** > Select the **State** tab.

3. Select the state from the **Available States** drop down.

4. Select the **State form** to be added.

> 📝 *If the state is not currently installed, a dialog will open indicating the state package has been queued for delivery.*

![image](media://302b8ef8-6a12-4160-910b-14c148ea394f)

5. Click **OK** > **Close**.

6. Click **Close** on the toolbar.

7. Click **Transmit** on the toolbar.

 

> 📝 *If there are any tax returns in the queue that are not to be transmitted at this time, they can be unselected by clicking ****Filter****.*

 

8. Click **Transmit**. The state package will be downloaded.

9. On the Work In Progress Summary, click **Software Updates** under Other Items.

![image](media://882a4d8d-9994-46e7-a4ba-0dcfce3a5499)

11. Click **Apply All** to install the state package.

12. Click **Restart** once the updates have finished installing. The program will restart.

13. The state package is now installed.

 

## **Method 2 - Install the State Package using the Web Portal:**

1. Open an internet browser and navigate to **Web Portal**.

2. Click **Customer Login**.

3. **Login** using your **account code** or **multi-tier master user ID**.

- An **account code** is six alpha characters sometimes followed by two numeric digits.
- multi-tier users, login with the **multi-tier master user ID**.

4. If a state from a previous tax year is desired, click on **Tax Year** to change the year being modified

![image](media://3dbc0cee-2a49-4426-8f10-315b7166685c)

5. Hover over **Support** > select **Manage Offices**.

![image](media://97f3769f-fa3b-4ee8-8dc3-f7242e4dd0fa)

6. Under **Included States** select the appropriate option


- **Home state** - sends their home state
- **Nearby States** - sends home state and the states directly connected to the home state
- **All states** - sends all states

7. Click **update license**.

8. Open CrossLink 1040.

9. Click **Transmit** on the toolbar.

 

> 📝 *If there are any tax returns in the queue that are not to be transmitted at this time, they can be unselected by clicking ****Filter****.*

 

10. Click **Transmit**. *The state package will be downloaded.*

11. On the **Work In Progress Summary**, click **Software Updates** under **Other Items**.

![image](media://d9e2f53e-540d-448e-ab14-f401710d900c)

12. Click **Apply All** to install the state package.

13. Click **Restart** once the updates have finished installing. The program will restart.

14. The state package is now installed.