Apportionment Information > Louisiana 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.

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.

Select the description from the drop-down list that most appropriately reflects the principal kind of business that the partnership conducts. The application uses this information to calculate Form IT-565B, Page 2.

Enter the nature of the partnership's Louisiana business activities and specify the partnership's principal product or service in Louisiana in the statement. The application uses this information to complete Form IT-565B, Page 2.

Enter the nature of the partnership's non-Louisiana business activities and specify the partnership's principal product or service outside of Louisiana in the statement. The application uses this information to complete Form IT-565B, Page 2.

Enter the address and a description of the places of business in the statement. The application uses this information to complete Form IT-565B, Page 2.

Additional Loan Factor Information group box

The application uses information you enter in this group box to complete form fields and answer questions using the loan factor.

Enter the amounts of loans made during the year. The application uses this information to complete Form IT-565B, Page 2.

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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