Apportionment Information spreadsheet (1065)

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MFA required for electronic filing

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

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

Use the Apportionment Information spreadsheet to enter information for the apportionment factors. The spreadsheet consists of three tabs, one for each factor: property, payroll, and sales.

To open the Apportionment Information spreadsheet, choose View > Apportionment with a 1065 client open. The spreadsheet is located at the top of the Apportionment Information window. Note that you must have a state return attached to this client to open the Apportionment Information window.

Apportionment data entry

Spreadsheet columns

Related topic: Apportionment Information window (1065)

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