Apportionment Information > California tab (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 transmit e-files from CS Connect. Find out more.

Use the state tabs at the bottom of the Apportionment Information window to enter state-specific apportionment information. State tabs appear only if you have added states to the client and if additional apportionment information is required.

To enter state-specific apportionment information, click the appropriate state tab at the bottom of the Apportionment Information window.

Special information for processing California returns

The application provides predefined statements for factor components requiring detail information. The application uses the information you enter in the statements in the Everywhere column on the form for that component. The application ignores amounts from the Everywhere / (Override) column for that component.

Fields & buttons

General Information group box

The application uses information you enter in this group box to complete form fields and answer questions that are not addressed in the Apportionment Information spreadsheet.

If you mark this checkbox, the application uses the three-method factor of apportionment with a single weighted sales factor to calculate the average apportionment percentage.

Click this button to open the Schedule R-2 dialog. The application uses information entered in this dialog to complete form fields and answer questions that are not addressed in the Apportionment Information spreadsheet.

Apportionment Form Combination Tables Guide

Click the following link to view the Apportionment Form Combination Tables Guide. These tables describe how fields from the Apportionment Information spreadsheet and the apportionment tab, if applicable, are combined onto the apportionment form.

Apportionment Form Combination Tables Guide

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