Attaching column notes to state apportionment factors (990)

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You may find it helpful to attach a note to a particular state or other column in the Apportionment spreadsheet and State Everywhere Force dialog. For example, you may want to ask the reviewer a question about an entry. The state column that is highlighted at the time the column note is added is the note's anchor point. An attached column note is indicated by a musical note symbol in the heading column. (Show me.)

You can add one note per state column per factor, and you can display the note symbols in different colors. For example, column notes in red could indicate questions to the reviewer, and column notes in green could indicate follow up items for you.

To attach a column note to a state factor in the Apportionment spreadsheet, 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. Click the desired column heading to highlight the state column.
  4. Choose Edit > Column Note or click the button in the toolbar to open the Field Note/Tick dialog.
  5. Enter the desired information in the Field Note/Tick dialog.
  6. If desired, you can change the color of the note symbol that appears in the state column heading. Click the appropriate color option after you click the Note option.
  7. Click OK.

Tips

  • To attach a note in the State Everywhere Force dialog, open that dialog and repeat steps 2 through 7.
  • Column notes and column note symbols do not print on the Apportionment Information reports.
  • To view an attached column note, highlight the state column and click the Column Note button on the toolbar.
  • To delete a column note, highlight the state column, choose Edit > Column Note, and click the Delete Note button.

Related topic: Entering 990 apportionment data

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