Apportionment Information > Ohio tab (1120)

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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.

Fields & buttons

General information group box

UltraTax CS uses the information you enter in this group box to complete Form IT 1140 Schedule C or IT 4708 Schedule IV.

Qualifying shareholder compensation: Composite payroll factor reduction

Use these fields to enter the amount of compensation paid to qualifying investors owning at least 20 percent for composite shareholders for both Ohio and Total Everywhere. UltraTax CS transfers this information to Form IT 4708 Schedule IV.

The amount entered in the Ohio field reduces the Within Ohio payroll factor and the amount entered in the Everywhere field reduces the Total Everywhere payroll factor on Form IT 4708 Schedule IV. If amounts entered in these fields are greater than the amounts entered on the payroll tab for Ohio and Everywhere, the corresponding factor on Form IT 4708 Schedule IV will be reduced to 0.

Qualifying shareholder compensation: Withholding payroll factor reduction

Use these fields to enter the amount of compensation paid to qualifying investors owning at least 20 percent for both Ohio and Total Everywhere. UltraTax CS transfers this information to Form IT 1140 Schedule C.

The amount entered in the Ohio field reduces the Within Ohio payroll factor and the amount entered in the Everywhere field reduces the Total Everywhere payroll factor on Form IT 1140 Schedule C. If amounts entered in these fields are greater than the amounts entered on the payroll tab for Ohio and Everywhere, the corresponding factor on Form IT 1140 Schedule C will be reduced to 0.

Cities button

Click this button to open a dialog to enter Ohio city apportionment.

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.

Apportionment Form Combination Tables Guide (PDF)

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