Attaching column notes to state apportionment factors (1065)

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You can attach a note to a particular state, city, or other column in the Apportionment Information spreadsheet, State Everywhere Force dialog, and/or Cities and other returns dialog. For example, you may want to ask the reviewer a question about an entry. The state column that is highlighted at the time the note is attached is the note's anchor point.

A musical note symbol in the heading column indicates an attached note.
Note symbol

You can add one note per state column per factor, and you can display the note symbols in different colors. For example, notes in red might indicate questions to the reviewer, and notes in green might indicate follow-up items for the preparer.

  1. To open the Apportionment Information window, choose View > Apportionment.

    Note: To open the Apportionment Information window, you must have a state return attached to the current client.

  2. Click the tab for the desired apportionment factor.
  3. Click any component field of the state for which you want to add a note.
  4. Choose Edit > Note > Add/Edit Note, or click the Edit Notes Edit Notes button button in the toolbar, to open the Field Note/Tick dialog.
  5. Enter the desired information in the Field Note/Tick dialog.
  6. To change the color of the note symbol, click the appropriate color option.
  7. Click OK.

Tips

  • To attach a note in the State Everywhere Force dialog or the Cities and other returns dialog, open that dialog and repeat steps 2 through 7.
  • Notes and note symbols do not print on the apportionment information reports.
  • To view an attached note, put your cursor in any component field of the state column, and click the Edit Notes button in the toolbar.
  • To delete a note, click the Property, Payroll, or Sales tab; put your cursor in any component field of the state column; and choose Edit > Note > Delete Note.
  • To delete all factor notes, click the Property, Payroll, or Sales tab; put your cursor in any component field of the state column; and choose Edit > Note > Delete Factor Notes.
  • To delete all apportionment notes, click the Property, Payroll, or Sales tab; put your cursor in any component field of the state column; and choose Edit > Note > Delete All Apportionment Notes.

Related topic: Apportionment Information window (1065)

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