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Use this procedure to enter apportionment data by state for the return.
Notes
- The level of detail entered into the spreadsheet needs to support the most complex apportionment form attached to the return.
- Because all apportionment information is entered on a state-by-state basis, we recommend that you organize the apportionment information by state before you begin entering data.
- UltraTax CS uses the white fields in the state column(s) and the corresponding fields in the Everywhere / (Override) column to complete the state's apportionment form. (For additional information on how the white fields on the spreadsheet are combined onto the apportionment forms, refer to the Apportionment Form Combination Tables guide.) UltraTax CS does not use the information you enter in the shaded fields on that state's apportionment form. However, the amounts in the shaded fields accumulate in the Everywhere / (Override) column, which UltraTax CS uses in the everywhere amount on the apportionment forms for other states that require information for that component. View an example.
- Choose View > Apportionment to open the Apportionment Information window.
Note: You need to have a state return attached to the current client in order to open this window.
- Click the Property, Payroll, or Sales tab and enter information in the Apportionment spreadsheet for the selected factor.
Note: Some fields in the Apportionment spreadsheet and state tabs have statement dialogs to enter detailed information for this factor's component. UltraTax CS uses the information you enter in the Everywhere column in the statement dialog as the everywhere amount for that component. UltraTax CS ignores the amount in the Everywhere / (Override) column in the Apportionment spreadsheet for that component.
- If the state requires additional information that cannot be entered into the spreadsheet (including city and other return apportionment information), use the state tab at the bottom of the window. (If the state does not require additional information, no state tab appears in this window.)
- Repeat steps 2 and 3 to complete data entry for the remaining factors.
Notes
- Detail asset data entry allows you to classify assets for the property factor and automatically transfers the end-of-year amounts to the corresponding fields in the property factor spreadsheet.
- The spreadsheet information can be imported all at once using the Excel Export/Import utility.
- You can import data from an Excel spreadsheet or the Windows Clipboard into a statement dialog.
Tips
- By default, the cursor moves down to the next row in a column when you complete a field. When you switch to Cursor Right mode, the cursor moves to the next column in the same row. To switch to Cursor Right mode, choose Movement > Cursor Right.
- To delete data from the spreadsheet, highlight the required data and then do one of the following: press the DELETE key, click the Cut button on the toolbar, or choose Edit > Cut.
- To select an entire spreadsheet column, click the heading at the top of the column.
- To select an entire spreadsheet row, click the component heading at the beginning of the row.
- To select the entire spreadsheet, click the main component heading in the upper-left corner of the spreadsheet.
- If necessary, you can override the amount in the Everywhere / (Override) column for all states or on a state-by-state basis.
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