Cities and other returns dialog (1065)

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Use this dialog to enter apportionment data for city and other returns. UltraTax CS uses this information to complete the apportionment factor for income subject to apportionment. In general, business income is apportioned and non-business income is allocated.

To open the Cities and other returns dialog, choose View > Apportionment with a 1065 state client open. In the Apportionment Information window, click the appropriate state tab at the bottom of the window, and click the Cities or other return button. Note that you must have a city or other return attached to this client to open this dialog.

Dialog components

Cities and other returns menu

Cities and other returns toolbar

Cities and other returns spreadsheet

Cities and other returns tabs

Notes

  • You can make entries only in white fields in the Cities and other returns spreadsheet. The amounts for the everywhere fields on the city or other return form transfer from either the Everywhere / (Override) column or the state column in the Apportionment Information window, depending on the applicable law. Shaded fields are for components that are not used on the city's or other return's apportionment form.
  • Some fields in the Cities and other returns spreadsheet and city or other return tabs have statements to enter detailed information for this factor's component. UltraTax CS uses the information entered in the statement's Everywhere column as the everywhere amount for that component. UltraTax CS ignores the amount in the Everywhere / (Override) column for that component in the Apportionment Information spreadsheet.

Related topic: Apportionment Information window (1065)

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