2018 UltraTax CS
You can attach a note to a particular state, city, or other column in the Apportionment spreadsheet, State Everywhere Force dialog, and/or Cities and other returns dialog. For example, you may want to ask the reviewer a question about an entry. The state column that is highlighted at the time the column note is added is the note's anchor point. An attached column note is indicated by a musical note symbol in the heading column.
You can add one note per state column per factor, and you can display the note symbols in different colors: for example, column notes in red could indicate questions to the reviewer, and column notes in green could indicate follow up items for you.
To attach a column note to a state factor in the Apportionment spreadsheet:
- Choose View > Apportionment to open the Apportionment Information window.
Note: You need to have a state return attached to the current client in order to open this window.
- Click the tab for the desired apportionment factor.
- Highlight the desired state column by clicking the column heading.
- Choose Edit > Column Note or click the
button on the toolbar to open the Field Note/Tick dialog. - Enter the desired information in the Field Note/Tick dialog.
- If desired, change the color of the note symbol that will appear in the state column heading by clicking the appropriate option in the Color of musical note group box.
- Click OK.
Tips
- To attach a note in the State Everywhere Force dialog, or Cities and other returns dialog, open that dialog and repeat steps 2 through 7.
- Column notes and column note symbols do not print on the apportionment information reports.
- To view an attached column note, highlight the state column and click the Column Note button on the toolbar.
- To delete a column note, highlight the state column, choose Edit > Column Note, and click the Delete Note button.
Related topic: Entering 1120 apportionment data