Apportionment Information spreadsheet (1065)

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IRS filing deadline update

The IRS MeF system is now processing returns, and the filing deadline has been extended to 11:59 PM on Wednesday, April 18, 2018. For the latest details, see UltraTax CS alerts and notices.

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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