Apportionment Information > Pennsylvania tab (1120)

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

Use the state tabs at the bottom of the Apportionment Information window to enter state-specific apportionment information. State tabs appear only if you have added states to the return and if additional apportionment information is required.

To enter state-specific apportionment information, click the appropriate state tab at the bottom of the Apportionment Information window.

Special information for processing Pennsylvania returns

UltraTax CS provides predefined statement dialogs for factor components requiring detail information. UltraTax CS uses the information entered in the statement dialogs, Everywhere column, on the form for that component. UltraTax CS ignores amounts from the Everywhere / (Override) column in the main apportionment grid for components requiring specific categories.

Fields & buttons

General information group box

UltraTax CS uses the information you enter in this group box to complete form fields and answer questions that are not addressed in the Apportionment spreadsheet.

Dividends reclassified. UltraTax CS uses this information to complete Schedule H for S Corporations.

Information entered in the statement attached to this field is used to complete Schedule H for S Corporations.

Click the button to open the Bank and Trust dialog. UltraTax CS uses this information to complete RCT-132B.

Click this button to open the Pennsylvania Cities dialog to enter sales amounts for the Philadelphia BIRT return.

Alternate apportionment group box

Use the fields in this group box to use alternate apportionment for this state. The information you enter in these fields takes precedence over any entries in the Apportionment spreadsheet for this state.

Enter the numerator for the special apportionment factor if the corporation qualifies as a railroad, truck, bus, airline, pipeline or natural gas, or water transportation companies to complete Form RCT-106.

Enter the denominator for the special apportionment factor if the corporation qualifies as a railroad, truck, bus, airline, pipeline or natural gas, or water transportation companies to complete Form RCT-106.

Apportionment Form Combination Tables guide

Click the following link to view the Apportionment Form Combination Tables Guide. These tables describe how fields from the Apportionment Information spreadsheet and the apportionment tab, if applicable, are combined onto the apportionment form.

Apportionment Form Combination Tables Guide (PDF)

Share This