Printing apportionment information reports for an open client's return (1065)

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UltraTax CS includes three apportionment information reports, one for each factor: property, payroll, and sales. Each report lists the components for that factor and, for each component, the in-state and everywhere 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.)
  1. To open the Apportionment Information window, choose View > Apportionment.

    Note: To open the Apportionment Information window, you must have a state return attached to the current client.

  2. From the Apportionment Information menu, choose Apportionment > Print Reports.
  3. To print the report to FileCabinet CS in addition to your printer, mark the Store image in FileCabinet CS checkbox. This checkbox is available only if you are licensed for and have installed FileCabinet CS.

    Note: To print the report only to FileCabinet CS, clear the Printer checkbox.

  4. In the Print what group box, mark the checkbox for each factor whose apportionment report you want to print.
  5. To print more than one copy, select the desired number in the Copies field.
  6. Click the Print button. (Or to print only to FileCabinet CS, click the To Cabinet button.)

Note: Review this report in combination with the Apportionment Form Combination Tables Guide. These tables demonstrate how UltraTax CS combines the amounts entered in the Apportionment Information spreadsheet, the Apportionment state tabs, the Cities and other returns spreadsheet, the Cities and other returns tabs, and the State Everywhere Force dialog. The combined amounts are then reported on the apportionment form.

Related topic: Apportionment Information window (1065)

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