Create categories for State A&A Workpapers

Categories summarize each component (property, payroll, sales, or allocation) of allocation and apportionment. You can customize the state workpaper system by selecting applicable system-defined A&A categories.
  1. Go to
    Charts
    ,
    State A&A
    , and then
    Categories
    .
  2. Select the year.
  3. Select the category: Property, Payroll, Sales, or Allocation.
  4. To add subcategories, select a category and then
    Add
    . User-defined subcategories can be added to track data in greater detail. Subcategories are added for items that'll require logic customization. For example, a LIFO inventory subcategory might be added to the inventory category for states that don't allow the LIFO method of inventory valuation in computing the property factor.
  5. Select the minimum number of categories you need. Additional categories can be added later. Categories containing balances must be selected.
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