Overriding everywhere amounts for all apportionment forms (990)

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UltraTax CS uses the information in the Everywhere / (Override) column of the everywhere amount on the apportionment form for all states. UltraTax CS combines the amounts you enter in the state columns and the Other column, and then displays the total in the Everywhere / (Override) column. (The in-state amount always comes from the state column.) Use this procedure to override the calculated everywhere amount for all state apportionment forms.

Note: Overriding the everywhere amount for all state forms also overrides the everywhere amount for other returns that use the same everywhere amount.

To override the calculated everywhere amount for all states, complete the following steps.

  1. Choose View > Apportionment to open the Apportionment Information window.

    Note: You must have a state return attached to the current client to open this window. See Adding a state or city return for a client.

  2. Click the tab for the desired apportionment factor.
  3. Select the field in the Everywhere / (Override) column that contains the amount you want to override.
  4. Enter the new amount. Note that UltraTax CS displays overridden amounts in red.

Tips

  • To remove override data from a field in the Everywhere / (Override) column and revert to the calculated data, click the field containing the override data, choose Edit > Overrides > Delete Override.
  • To remove all override information entered in the Everywhere / (Override) column from the selected factor (Property, Payroll, or Sales), click the tab for the appropriate factor, choose Edit > Overrides > Delete Factor Overrides. All overridden fields in the current tab revert to the calculated data.
  • To remove all override information from all three factors' Everywhere / (Override) columns, choose Edit > Overrides > Delete All Overrides. All overridden fields in the client's Apportionment spreadsheet revert to the calculated data.
  • To override a field's data with zero, highlight the data in the field, press the spacebar, and press ENTER, or enter 0 in the field.
  • 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.
  • For information about deleting apportionment information, see Deleting apportionment information.

Note: When the amount in the Everywhere / (Override) column does not apply to a particular state, use the State Everywhere Force dialog to override that state's everywhere amount on the form. See Overriding everywhere amounts for one apportionment form for details on forcing the everywhere amount for a single state.

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