New (tax) year, new help!
Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.
Use the state tabs at the bottom of the Apportionment Information window to enter state-specific apportionment information. State tabs appear only if you have added states to the return and if additional apportionment information is required.
To enter state-specific apportionment information, click the appropriate state tab at the bottom of the Apportionment Information window.
Special information for processing Alabama returns
UltraTax CS provides predefined statement dialogs for factor components requiring detail information. UltraTax CS uses the information you enter in the statement dialogs in the Everywhere column on the form for that component. UltraTax CS ignores amounts from the Everywhere / (Override) column for that component.
Fields & buttons
General information group box
UltraTax CS uses the information you enter in this group box to complete form fields and answer questions that are not addressed in the Apportionment spreadsheet.
Reason why total gross receipts do not match fed 1120 or 1120S, line 1
Property factor for Form BPT-IN (xxx.xxxx)
Alternate apportionment (C Corp) group box
Use the field in this group box to enter the alternate apportionment for this state. The data you enter in this field takes precedence over any entries in the Apportionment spreadsheet for this state.
Financial Institution group box
Financial Institution Excise Return button
Apportionment Form Combination Tables guide
Click the following link to view the Apportionment Form Combination Tables Guide. These tables describe how fields from the Apportionment Information spreadsheet and the apportionment tab, if applicable, are combined onto the apportionment form.
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