Printing apportionment information reports (1120)

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Use this procedure to print apportionment information reports. UltraTax CS includes three apportionment information reports, one for each factor: property, payroll, and sales. Each report lists the components for that factor and, for each component, the in-state and everywhere amounts that will appear on the apportionment form.

  1. Choose View > Apportionment to open the Apportionment spreadsheet.

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

  2. Choose Apportionment > Print Reports to open the Print Reports dialog.
  3. To print the report to FileCabinet CS in addition to your printer, mark the Store image in FileCabinet CS checkbox if the checkbox is not already marked. This checkbox is only available if you are licensed for FileCabinet CS and have the application installed.

    Note: To print the report only to FileCabinet CS, clear the Printer checkbox.

  4. In the Print what group box, mark the checkbox for each factor whose apportionment report you want to print.
  5. To print more than one copy, select the desired number in the Copies field.
  6. Click the Print button. (Or, if you are printing only to FileCabinet CS, click the To Cabinet button.)

Note: Review this report in combination with the Apportionment Form Combination Tables guide (PDF). These tables demonstrate how UltraTax CS combines the amounts you enter in the Apportionment spreadsheet, the Apportionment state tabs, the Cities and other returns spreadsheet, the City and other return tabs and columns and the State Everywhere Force dialog. The combined amounts are then reported on the apportionment form.

Related topic: Entering 1120 apportionment data

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