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Set up associations for UltraTax CS state apportionment

If you've used associations to sort and identify assets for state apportionment, you can take the following steps to reassign a group of assets to the state apportionment association now used for the UltraTax CS state apportionment calculation.
  1. Open the client.
    Open the Asset List window for the activity.
  2. Select
    Edit
    , then
    Reassign Assets
    .
  3. Identify the association previously used for sorting and identifying assets for state apportionment purposes.
  4. In the Focus group box, select the field for the association previously used for state apportionment.
  5. Select the association value to reassign.
  6. Use
    Select All
     to select the assets.
  7. In the Reassign to group box, select
    Apportionment Code
     from the
    Category
     field.
  8. In the
    Value
     field, select the apportionment code for the assets listed in the
    Assets to reassign
     pane.
  9. Select
    Reassign
     to assign the selected assets to the new apportionment code.
  10. Select
    Yes
    .
  11. Repeat steps 4 to 9 until all assets are assigned to apportionment codes.

This article applies to:

  • Product: Fixed Assets CS
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