Apportionment Information window (1065)

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Use the Apportionment Information window to enter apportionment data in one place for all states. UltraTax CS uses the information entered in this window to complete the apportionment factor for income subject to apportionment. In general, business income is apportioned and non-business income is allocated. State law determines the type of income that is apportioned.

To open the Apportionment Information window, choose View > Apportionment with a 1065 client open. Note that you must have a state return attached to this client to open the Apportionment Information window.

Components of this window

Apportionment Information menu

Apportionment Information toolbar

Apportionment Information spreadsheet (consisting of the Property, Payroll, and Sales tabs)

State tabs


  • If necessary, you can override the amount in the Everywhere / (Override) column for all states or on a state-by-state basis.
  • Some fields in the Apportionment Information spreadsheet and state tabs have statements where you can enter detailed information for this factor's component. UltraTax CS uses the information you enter in the Everywhere column in the statement as the everywhere amount for that component. UltraTax CS ignores the amount in the Everywhere / (Override) column in the Apportionment Information spreadsheet for that component.
  • With detailed asset data entry, you can classify assets for the property factor and automatically transfer the end-of-year amounts to the corresponding fields in the Property tab.
  • With the Excel Export / Import utility, you can import and export apportionment information to and from UltraTax/1065 and a Microsoft Excel Workbook.
  • Because calculations on state apportionment forms and schedules require gross sales, the cost of property, and amount of payroll expenses, only amounts greater than zero can be entered in the apportionment grid.
  • You can import data from an Excel spreadsheet or the Windows Clipboard into a statement.

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