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 client 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 Pennsylvania returns

The application provides predefined statements for factor components requiring detail information. The application uses the information you enter in the statements in the Everywhere column on the form for that component. The application ignores amounts from the Everywhere / (Override) column for that component.

Fields & buttons

General information group box

The application uses information you enter in this group box to complete form fields and answer questions that are not addressed in the Apportionment Information spreadsheet.

Places of business

Gross sales price of assets (except securities)

Other Information button

Other Returns group box

Philadelphia 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.

Apportionment Form Combination Tables Guide

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