2018 UltraTax CS
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.
Question
What do I do if apportionment amounts are different than expected?
Answer
Print the apportionment information reports and compare this information to the client's information. If you still cannot identify the source of the problem, review the Apportionment Form Combination Tables guide in PDF. These tables demonstrate how UltraTax CS combines the amounts you enter in the Apportionment spreadsheet, Apportionment state tabs, Cities and other returns spreadsheet, City and other return tabs and columns, and State Everywhere Force dialog. The combined amounts are then reported on the apportionment form.
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