Overriding everywhere amounts for all 1065 state apportionment forms

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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. 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.) Use the following procedure to override the calculated everywhere amount for all state apportionment forms.

Note: Overriding the everywhere amount for all state forms also overrides the everywhere amount for all city and other returns that use the same everywhere amount.

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

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

  2. Click the tab for the desired apportionment factor.
  3. Select the field in the Everywhere / (Override) column that contains the amount you want to override.
  4. Enter the new amount. Note that UltraTax CS displays overridden amounts in red instead of blue.

Tips

  • To remove override data from a field in the Everywhere / (Override) column and revert to the calculated data, click the field that contains the override data, choose Edit > Overrides, and choose Delete Override.
  • To remove all override information from a selected factor's Everywhere / (Override) column, click the tab for the appropriate factor (property, payroll, or sales), choose Edit > Overrides, and choose Delete Factor Overrides. All overridden fields in the current tab revert to the calculated data.
  • To remove all override information from all three factors' Everywhere / (Override) column, choose Edit > Overrides, and choose Delete All Overrides. All overridden fields in the client's Apportionment Information spreadsheet revert to the calculated data.
  • To override a field's data with zero, highlight the data in the field, press the spacebar, and press ENTER, or enter 0 in the field.

Note: When the amount in the Everywhere / (Override) column does not apply to a particular state, use the State Everywhere Force dialog to force a different everywhere amount for that state's apportionment form. See Overriding everywhere amounts for one 1065 apportionment form for details about overriding the everywhere amount for a single state.

Related topic: Apportionment Information window (1065)

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