Overriding everywhere amounts for one 1120 apportionment form

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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.

UltraTax CS uses the information in the Everywhere / (Override) column of the Apportionment spreadsheet to complete the everywhere amount on the apportionment form for all states and for cities and other returns as required by law. UltraTax CS combines the amounts you enter in the state columns and the Other column, and then displays the total in the Everywhere / (Override) column. (The in-state amount always comes from the state column.)

When the amount in the Everywhere / (Override) column does not apply to a particular return, use the State Everywhere Force dialog to force that return's everywhere amount on the form. Use this procedure to override the everywhere amount for a single state, city, or other return.

Note: If desired, you can override the everywhere amount for all returns rather than for a single return.

  1. Choose View > Apportionment to open the Apportionment Information window.

    Note: You need to have a state return attached to the current client in order to open this window.

  2. Click the State Everywhere Force button button on the toolbar or choose Edit > State Everywhere Force to open the State Everywhere Force dialog.

    Note: If you enter data anywhere in the State Everywhere Force dialog, the button on the toolbar changes from blue to red.

  3. Click the Property, Payroll, or Sales tab and enter information in the spreadsheet for the selected factor. Data can only be entered in components that are used by the selected return. If a return doesn't use a particular component, that field is disabled and appears shaded.
  4. Repeat step 3 above to complete data entry for the remaining factors.
  5. Click Done to return to the Apportionment Information window. Note that the State Everywhere Force button button appears in red instead of blue to indicate that you entered override data.

Tip: By default, the cursor moves down to the next row in a column when you complete a field. Switching to Cursor Right mode causes the cursor to move to the next column in the same row. To switch to Cursor Right mode, choose Movement > Cursor Right.

See Deleting apportionment information for more information.

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