Overriding everywhere amounts for one 1065 state apportionment form

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UltraTax CS uses the information in the Everywhere / (Override) column of the Apportionment Information spreadsheet to complete the everywhere amount
In-state vs. Everywhere apportionment amounts

On 1065 state apportionment forms, data is divided into two categories.

  • In-state amount: This amount is the factor amount for a specific component for a specific state. The amount includes only the amount applicable to that state. The in-state amounts that appear on the apportionment forms are the amounts entered in the Apportionment Information window. (For city and other returns, the in-city amounts that appear on the apportionment forms are the amounts entered in the Cities and other returns dialog.)
  • Everywhere amount: This amount is the total apportionment amount for a specific component. The amount includes both the in-state amount and the amount outside of that state. State apportionment forms refer to this amount by a variety of titles, including "total amount," "everywhere," and "within and outside." The everywhere amounts that appear on the apportionment forms are the amounts that appear in the Everywhere / (Override) column of the Apportionment Information spreadsheet or the amounts entered in the respective state's column in the State Everywhere Force dialog, if you need to force the Apportionment Information spreadsheet's everywhere amount for that particular state. (Note that the amounts entered in the Cities and other returns dialog are not included in the everywhere amount.)
on the apportionment form for all states and for cities and other returns as required by law. UltraTax CS combines the amounts entered in the state columns and the Other column and then displays the total in the Everywhere / (Override) column. (UltraTax CS always transfers the in-state amount from the state column.)

When the amount in the Everywhere / (Override) column does not apply to a particular return, use the State Everywhere Force dialog to override that return's everywhere amount on the form. Use this procedure to override the everywhere amount for a single state, city, or other return.

Note: If desired, you can override the everywhere amount for all returns rather than for a single return.

  1. Open the Apportionment Information window by choosing View > Apportionment.

    Note: You must have a state return attached to the current return to open this window.

  2. Click the Edit State Everywhere Force Edit State Everywhere Force button button in the toolbar, or choose Edit > State Everywhere Force, to open the State Everywhere Force dialog.
  3. Click the Property, Payroll, or Sales tab, and enter information in the spreadsheet for the selected factor. You can enter data only in components that are used by the selected return. If a return does not use a particular component, that field is disabled and shaded.
  4. Repeat step 3 above to complete data entry for the remaining factors.
  5. Click Done to return to the Apportionment Information window. Note that the Edit State Everywhere Force Edit State Everywhere Force button button appears in red instead of blue to indicate that you entered override data.

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