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Allocation and apportionment

Logic Charts for State A&A Workpapers

The system includes a yearly default A&A logic based on state tax law for most corporations. You can create user-defined logic charts to assign A&A calculations to categories and subcategories for each state jurisdiction.
Logic charts are year specific and can be rolled over from year to year.
  • Logic charts can be manually entered or imported.
  • To use A&A workpapers, binders must have a logic chart assigned to them.
  • Logic charts can be individually assigned to binders or assigned through the Enterprise Control Panel (ECP).
  • Custom subcategories inherit logic from the default category and can be edited.
  • Logic codes are used to determine the impact on workpaper factor calculations.
  • Change default logic codes to edit logic charts.

Add a logic chart

To add a logic chart, go to
Charts
,
State A&A
,
Logic
.

Logic codes

Logic codes
Logic code
Impact on State A&A calculations
B
Category/subcategory included in both the numerator and denominator
N
Category/subcategory included in numerator only
D
Category/subcategory included in denominator only
X
Not applicable
Blank
Factor excluded by state statute

This article applies to:

  • Product: ONESOURCE Income Tax
  • Subject: Allocation, Apportionment
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