Cities and other returns spreadsheet (1065)

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Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

Use the Cities and other returns spreadsheet to enter city and other returns information for the apportionment factors. The spreadsheet consists of three tabs, one for each factor: property, payroll, and sales.

To open the Cities and other returns spreadsheet, choose View > Apportionment, click the appropriate state tab at the bottom of the window, and click the Cities or other return button. The spreadsheet is located at the top of the Cities and other returns dialog. Note that you must have a city or other return attached to this client to open the Cities and other returns dialog.

Apportionment data entry

Spreadsheet columns

Related topic: Cities and other returns dialog (1065)

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