Overriding everywhere amounts for all 1120 apportionment forms

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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. 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.) Use this procedure to override the calculated everywhere amount for all state apportionment forms.

Note: Overriding the everywhere amount for all state forms also overrides the everywhere amount for all city and other returns that use the same everywhere amount.

  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 tab for the desired apportionment factor.
  3. Select the field in the Everywhere / (Override) column that contains the amount you want to override.
  4. Enter the new amount. Note that UltraTax CS displays overridden amounts in red instead of blue.

Tips

  • To remove override data from a field in the Everywhere / (Override) column and revert to the calculated data, click the field containing the override data, choose Edit > Overrides, then choose Delete Override.
  • To remove all override information entered in the Everywhere / (Override) column from the selected factor (property, payroll, or sales), click the tab for the appropriate factor, choose Edit > Overrides, then choose Delete Factor Overrides. All overridden fields in the current tab revert to the calculated data.
  • To remove all override information from all three factors Everywhere / (Override) column, choose Edit > Overrides, then choose Delete All Overrides. All overridden fields in the client's Apportionment spreadsheet revert to the calculated data.
  • To override a field's data with zero, highlight the data in the field, press the spacebar, and press ENTER or enter 0 (zero) in the field.

Notes

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