UltraTax CS
Click the following links for information about state allocation and multi-state processing in federal 1040 returns.
- Opening the State allocation spreadsheet
- Entering state allocation data
- Printing state allocation information reports
- Deleting state allocation information
- Processing multiple-state returns
- Troubleshooting unexpected results in multiple-state processing
- Frequently asked questions about multiple-state processing
- State allocation spreadsheet frequently asked questions
- Exporting and importing allocation information to and from UltraTax/1040 and a Microsoft Excel spreadsheet
Videos:
- UltraTax/1040: Allocating income to nonresident state returns: Wages (approx. 1.5 minutes)
- UltraTax CS: Allocating income to nonresident state returns: Interest and dividend income (approx. 3.5 minutes)
- UltraTax CS: Allocating income to part-year and nonresident state returns: Activity income (approx. 2.5 minutes)
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