Apportionment Information > Business / Other Income Questionnaire dialog (1065-IN)

Show expandable text

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 this dialog to answer the Business / Other Income Questionnaire.

To open the Business / Other Income Questionnaire dialog, choose View > Apportionment > Indiana tab. Click the Business/Other Income Questionnaire button. Note that you must have a 1065-IN client open to open this dialog.

Fields & buttons

All business locations and the nature of their business

Enter the location and the nature of business activity for each partnership operation in the statement dialog. UltraTax CS transfers the information to Schedule E, Part II, line 1.

Describe the nature of Indiana business activities

Describe the nature of Indiana business activities for each partnership operation in the statement dialog. UltraTax CS transfers the information to Schedule E, Part II, line 2.

Indicate any other partnership in which you have a unitary or general partnership relationship

Enter information regarding other partnerships in which you have a unitary or general partnership relationship in the statement dialog. UltraTax CS transfers the information to Schedule E, Part II, line 3.

Nature of activities of sales personnel operating and soliciting in Indiana

Describe the nature of activities of sales personnel operating and soliciting in Indiana in the statement dialog. UltraTax CS transfers the information to Schedule E, Part II, line 4.

If receipts on 3A excludes sales to US gov't, or to a state where only solicitation occurs, please explain

Explain any exclusion of receipts on 3A for sales to US government or to a state where only solicitation occurs in the statement dialog. UltraTax CS transfers the information to Schedule E, Part II, line 5.

List source of any directly allocated income from other partnerships, estates & trusts

List sources of any directly allocated income from other partnerships, estates, and trusts in the statement dialog. UltraTax CS transfers the information to Schedule E, Part II, line 6.

Was this article helpful?

Thank you for the feedback!