Use this dialog to use single factor apportionment for financial institutions. The information you enter in these fields takes precedence over any entries in the Apportionment Information spreadsheet for this state.
To open the Financial Institutions dialog, choose View > Apportionment > Wisconsin tab. Click the Financial institutions button. Note that you must have a 1065-WI client open to access this dialog.
Fields & buttons
Enter the amounts for Wisconsin and Everywhere for gross interest and other fees from loans secured by real property. UltraTax CS uses these amounts in the apportionment percentage on Form A-1, Part II, line 1.
Enter the amounts for Wisconsin and Everywhere for gross interest and other fees from loans secured by tangible personal property. UltraTax CS uses these amounts in the apportionment percentage on Form A-1, Part II, line 2.
Enter the amounts for Wisconsin and Everywhere for gross interest and other fees from unsecured loans. UltraTax CS uses these amounts in the apportionment percentage on Form A-1, Part II, line 3.
Enter the amounts for Wisconsin and Everywhere for net gains from sales of loans secured by real property. UltraTax CS uses these amounts in the apportionment percentage on Form A-1, Part II, line 4.
Enter the amounts for Wisconsin and Everywhere for net gains from sales of loans secured by tangible personal property. UltraTax CS uses these amounts in the apportionment percentage on Form A-1, Part II, line 5.
Enter the amounts for Wisconsin and Everywhere for net gains from sales of unsecured loans. UltraTax CS uses these amounts in the apportionment percentage on Form A-1, Part II, line 6.
Enter the amounts for Wisconsin and Everywhere for gross receipts from credit card receivables. UltraTax CS uses these amounts in the apportionment percentage on Form A-1, Part II, line 7.
Enter the amounts for Wisconsin and Everywhere for net gains from sales of credit card receivables. UltraTax CS uses these amounts in the apportionment percentage on Form A-1, Part II, line 8.
Enter the amounts for Wisconsin and Everywhere for credit card issuer's reimbursement fees. UltraTax CS uses these amounts in the apportionment percentage on Form A-1, Part II, line 9.
Enter the amounts for Wisconsin and Everywhere for gross receipts from merchant discount. UltraTax CS uses these amounts in the apportionment percentage on Form A-1, Part II, line 10.
Enter the amounts for Wisconsin and Everywhere for loan servicing fees. UltraTax CS uses these amounts in the apportionment percentage on Form A-1, Part II, line 11.
Enter the amounts for Wisconsin and Everywhere for gross receipts from travelers checks, cashier's checks, certified checks, and money orders. UltraTax CS uses these amounts in the apportionment percentage on Form A-1, Part II, line 12.
Enter the amounts for Wisconsin and Everywhere for gross receipts from automated teller machines and safety deposit boxes. UltraTax CS uses these amounts in the apportionment percentage on Form A-1, Part II, line 13.
Enter the amounts for Wisconsin and Everywhere for gross receipts from maintaining accounts. UltraTax CS uses these amounts in the apportionment percentage on Form A-1, Part II, line 14.
Enter the amounts for Wisconsin and Everywhere for gross receipts from electronic funds transfer. UltraTax CS uses these amounts in the apportionment percentage on Form A-1, Part II, line 15.
Enter the amounts for Wisconsin and Everywhere for gross receipts from cash management. UltraTax CS uses these amounts in the apportionment percentage on Form A-1, Part II, line 16.
Enter the amounts for Wisconsin and Everywhere for gross receipts from international trade services. UltraTax CS uses these amounts in the apportionment percentage on Form A-1, Part II, line 17.
Enter the amounts for Wisconsin and Everywhere for gross receipts from data processing services and document imaging services. UltraTax CS uses these amounts in the apportionment percentage on Form A-1, Part II, line 18.
Enter the amounts for Wisconsin and Everywhere for gross receipts from research services. UltraTax CS uses these amounts in the apportionment percentage on Form A-1, Part II, line 19.
Enter the amounts for Wisconsin and Everywhere for gross receipts from trust services. UltraTax CS uses these amounts in the apportionment percentage on Form A-1, Part II, line 20.
Enter the amounts for Wisconsin and Everywhere for gross receipts from investment banking services. UltraTax CS uses these amounts in the apportionment percentage on Form A-1, Part II, line 21.
Enter the amounts for Wisconsin and Everywhere for gross receipts from brokerage services. UltraTax CS uses these amounts in the apportionment percentage on Form A-1, Part II, line 22.
Enter the amounts for Wisconsin and Everywhere for gross receipts from services provided to regulated investment companies. UltraTax CS uses these amounts in the apportionment percentage on Form A-1, Part II, line 23.
Enter the amounts for Wisconsin and Everywhere for gross receipts from other services. UltraTax CS uses these amounts in the apportionment percentage on Form A-1, Part II, line 24.
Enter the amounts for Wisconsin and Everywhere for gross receipts from the lease of real property. UltraTax CS uses these amounts in the apportionment percentage on Form A-1, Part II, line 25.
Enter the amounts for Wisconsin and Everywhere for gross receipts from the lease of tangible personal property. UltraTax CS uses these amounts in the apportionment percentage on Form A-1, Part II, line 26.
Enter the amounts for Wisconsin and Everywhere for gross receipts from computer software. UltraTax CS uses these amounts in the apportionment percentage on Form A-1, Part II, line 27.
Enter the amounts for Wisconsin and Everywhere for gross royalties and other gross receipts from intangibles, excluding securities. UltraTax CS uses these amounts in the apportionment percentage on Form A-1, Part II, line 28.
Enter the amounts for Wisconsin and Everywhere for sales of tangible personal property in the statement. UltraTax CS uses these amounts in the apportionment percentage on Form A-1, Part II, line 29.
Enter the amounts for Wisconsin and Everywhere for gross receipts apportioned to a state where the taxpayer is not taxable. UltraTax CS uses these amounts in the apportionment percentage on Form A-1, Part II, line 30.
2018 UltraTax CS
