Overriding everywhere amounts for one apportionment form (990)

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UltraTax CS uses the information in the Everywhere / (Override) column of the Apportionment spreadsheet to complete the everywhere amount on the apportionment form for all states and other returns as required by law. 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.)

When the amount in the Everywhere / (Override) column does not apply to a particular return, use the State Everywhere Force dialog to override that return's everywhere amount on the form. Use this procedure to override the everywhere amount for a single state or other return.

Note: If desired, you can override the everywhere amount for all returns rather than for a single return. See Overriding everywhere amounts for all apportionment forms.

To override the calculated everywhere amount for a single return, 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 Edit State Everywhere Force button in the toolbar or choose Edit > State Everywhere Force to open the State Everywhere Force dialog.

    Note: If you enter data anywhere in the State Everywhere Force dialog, the button on the toolbar changes from blue to red.

  3. Click either the Property, Payroll, or Sales tab, and enter information in the spreadsheet for the selected factor. You can only enter data in components that are used by the selected return. If a return does not use a particular component, that field is not available and shaded.
  4. Repeat step 3 to complete data entry for the remaining factors.
  5. Click Done to return to the Apportionment Information window. Note that the Edit State Everywhere Force button now appears in red to indicate that you entered overridden data.

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.

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