Apportionment Information window toolbar (1065)

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Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

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The Apportionment Information window includes a special toolbar that you can use to enter apportionment information.

Note: The toolbars for the Cities and other returns dialog and the State Everywhere Force dialog are nearly identical in function and appearance.

Apportionment Information toolbar
Button Function
Cut button

Cut [Edit menu]: Cut the selected text. Use this button to cut data from a cell or to cut and paste data from one cell to another.

Shortcut: CTRL+X

Copy button

Copy [Edit menu]: Copy the selected text. Use this button to copy data from one cell to another.

Shortcut: CTRL+C

Paste button

Paste [Edit menu]: Paste the selected text. Use this button to paste data into a cell.

Shortcut: CTRL+V

Note button

Edit Notes [Edit menu]: Open the Field Note/Tick dialog to add or edit a note for the state / city / other return column currently highlighted, delete the active column note, delete all active factor notes, or delete all apportionment notes. A musical note to the left of the state / city / other return column name indicates an attached note. You can attach one column note to each state / city / other return factor.

Print Reports button

Print [Apportionment menu]: Open the Print Reports dialog to print apportionment information reports.

Shortcut: CTRL+P

Note: This button is not available in the State Everywhere Force dialog or in the Cities and other returns dialog.

State Everywhere Force button

Edit State Everywhere Force [Edit menu]: Open the State Everywhere Force dialog to force a particular state's everywhere amount on the state form. Use this spreadsheet when the amount in the Everywhere / (Override) column does not apply to that one state. Note that entries can be made only in white fields, and the shaded fields are the same fields that are shaded in the main Apportionment Information spreadsheet. These shaded fields are not used on the state's form.

Note: This button is not available in the State Everywhere Force dialog or in the Cities and other returns dialog.

Help button

Help: Activate help. Click this button and then click a field to open the help for the Apportionment Information window.

Note: This button is not available in the State Everywhere Force dialog or in the Cities and other returns dialog.

The Did you know button button in the toolbar opens a topic with links to detailed procedures and reference information about 1065 apportionment.

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