Apportionment Information spreadsheet (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 Apportionment Information spreadsheet to enter information for the apportionment factors. The spreadsheet consists of three tabs, one for each factor: property, payroll, and sales.

To open the Apportionment Information spreadsheet, choose View > Apportionment with a 1065 client open. The spreadsheet is located at the top of the Apportionment Information window. Note that you must have a state return attached to this client to open the Apportionment Information window.

Apportionment data entry

Spreadsheet columns

Related topic: Apportionment Information window (1065)

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