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State combined and consolidated returns

State combined/consolidated return - step 2

Mark allocation and apportionment to combine

  1. On the
    State and City Activation/Consolidation
     spreadsheet, select
    Combine
     from the dropdown for allocation and apportionment.
    This is mandatory if you want allocation and apportionment consolidated
    .
    • (None selected)
       is default and means the state isn't part of the return.
    • Combine
       to combine member returns in a consolidation.
    • Active
       if you only want to enter all information for the state in a consolidated return. Selecting this doesn't combine information from the member returns upon consolidation.
    • You can also choose
      Combine All States
       at the top of this column to change every state (except DE, LA, MD, NJ, NC, and PA) to
      Combine
  2. We automatically calculate everywhere totals from the detail you enter for each member state. You can also enter an A&A override factor for a state. However, do not combine these. Providing data and also overriding within the same state may adversely affect the calculation of the everywhere totals.
Print issues
In the Organizer, you may see the A&A data, but when printing the return, the A&A data may not be showing up. Also, it may look as if some of the unitary returns are absent. If this is the case, navigate to Organizer > States > Allocation and Apportionment > A and A Options > Print Options.
Select the first check box labeled Print state detail if there are “Everywhere” totals but no Within totals to print detail (red box above) if you have everywhere amounts but no within amounts.
Eliminating Entries for Allocation and Apportionment
Enter eliminating entries for Allocation and Apportionment in the Allocation and Apportionment area on the elimination company. A negative number reduces the amount, and a positive number increases it. A handful of states, which currently includes California, Illinois, Kansas, Massachusetts, Minnesota, South Carolina, West Virginia, and Wisconsin, do not allow eliminating entries in an elimination company, as they deem this to be a non-filing entity (normally for A&A or certain schedules with company by company columns). These states require the eliminating entries to be made at the company level.

This article applies to:

  • Product: ONESOURCE Income Tax Express RS
  • Subject: Consolidations
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