UltraTax CS
Click the following links to access reference information and procedures related to 1065 apportionment.
Reference information
- Apportionment Information menu
- Apportionment Information > Print Reports dialog
- Apportionment Information spreadsheet
- Apportionment Information toolbar
- Apportionment Information window
- Apportionment Information window > State tabs (1065)
- Cities and other returns dialog
Procedures
- Apportionment Form Combination Tables Guide (Links to PDF, which requires the Adobe Reader)
- Attaching column notes to state apportionment factors
- Deleting apportionment information
- Entering 1065 apportionment data for city or other returns
- Entering 1065 apportionment data for state returns
- Frequently asked questions about entering apportionment information
- Overriding everywhere amounts for apportionment forms overview
- Overview of Excel Export / Import utility for apportionment information
- Printing apportionment information reports
- Classifying assets for apportionment property factors
Video: Exporting and importing partner, shareholder, and apportionment data (approx. 3.5 minutes)
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