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Enter 1065 apportionment data for state returns

Use this procedure to enter apportionment data by state for the client.
Because all apportionment information is entered on a state-by-state basis, we recommend organizing the client's apportionment information by state before you enter data.
UltraTax CS usually uses the white fields in the state column(s) and the corresponding fields in the
Everywhere / (Override)
 column to complete the state's apportionment form.
UltraTax CS doesn't use the information entered in the shaded fields on that state's apportionment form, but the amounts in the shaded fields are added to the
Everywhere / (Override)
 column. However, the amounts in the shaded fields do accumulate in the
Everywhere / (Override)
 column. UltraTax CS uses this in the everywhere amount (In-state vs. Everywhere apportionment amounts).
For both white and shaded fields, if a state doesn't follow the general rule, this information is explained in the state's
Special information for processing returns
 section of the apportionment help.
On 1065 state apportionment forms, data is divided into 2 categories.
  • In-state amount:
     This amount is the factor amount for a specific component for a specific state. The amount includes only the amount applicable to that state. The in-state amounts that appear on the apportionment forms are the amounts you enter in the
    Apportionment Information
     window. (For city and other returns, the in-city amounts that appear on the apportionment forms are the amounts entered in the
    Cities and other returns
     window.)
  • Everywhere amount:
     This amount is the total apportionment amount for a specific component. The amount includes both the in-state amount and the amount outside of that state. State apportionment forms refer to this amount by different titles, including "total amount," "everywhere," and "within and outside." The everywhere amounts that appear on the apportionment forms are the same amounts in the
    Everywhere / (Override)
     column of the
    Apportionment Information
     spreadsheet, or the amounts in the respective state's column in the
    State Everywhere Force
     window. (You use the
    State Everywhere Force
     window if you need to force the
    Apportionment Information
     spreadsheet's everywhere amount for that particular state.) The amounts entered in the
    Cities and other returns
     window aren't included in the everywhere amount.
  1. Make sure a state return is attached to the current client and select
    View
    , then
    Apportionment
    .
  2. Select the
    Property
    ,
    Payroll
    , or
    Sales
     tab, then enter information in the
    Apportionment Information
     spreadsheet.
  3. If the state requires additional information that you can't enter into the spreadsheet, use the state tab at the bottom of the window. (If the state doesn't require additional information, no state tab appears in this window.)
  4. Repeat these steps for the remaining factors or states.
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