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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.

UltraTax CS uses the information in the Everywhere / (Override) column of the Apportionment spreadsheet to complete the everywhere amount on the apportionment form for all states and for cities and other returns as required by law. UltraTax CS combines the amounts you enter in the state columns and the Other column, and then displays the total in the Everywhere / (Override) column. (The in-state amount always comes from the state column.)

When the amount in the Everywhere / (Override) column does not apply to a particular return, use the State Everywhere Force dialog to force that return's everywhere amount on the form. Use this procedure to override the everywhere amount for a single state, city, or other return.

1. 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.

2. Click the button on the toolbar or choose Edit > State Everywhere Force to open the State Everywhere Force dialog.

   Note: If you enter data anywhere in the State Everywhere Force dialog, the button on the toolbar changes from blue to red.

3. Click the Property, Payroll, or Sales tab and enter information in the spreadsheet for the selected factor. Data can only be entered in components that are used by the selected return. If a return doesn't use a particular component, that field is disabled and appears shaded.
4. Repeat step 3 above to complete data entry for the remaining factors.
5. Click Done to return to the Apportionment Information window. Note that the button appears in red instead of blue to indicate that you entered override data.

See Deleting apportionment information for more information.

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