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Allocation and apportionment

Create a State Factor Reconciliation Chart for State A&A Workpapers

Use the State Factor Reconciliation Chart to map State A&A categories to federal tax return lines.
When you assign this chart to a binder, the system populates the associated State Factor Reconciliation Workpaper with state category and federal tax return data.

Create State Factor Reconciliation Chart

  1. Go to
    Charts
    ,
    State A&A
    , and then
    Reconciliation
    .
  2. Select
    Add Chart
    .
  3. Enter a name for the chart.
  4. You can copy the
    Default Chart of Reconciliation
     or any other existing chart or accept the system default of None.
  5. Open the chart.
  6. The chart has 3 sections: Property, Payroll, and Sales. Select a
    Category
     and the appropriate Tax Return Line.
  7. Select
    Map
    .
  8. When finished assigning categories to tax return lines, select
    Save
    .

Assign a State Factor Reconciliation Chart to a binder

A State Factor Reconciliation Chart must be assigned to a binder for the system to populate the State Factor Reconciliation Workpaper with state category and federal tax return data.
  1. To assign the chart to a binder, go to
    Binders Properties
    .
  2. Select
    State A&A Workpapers
     and select the chart.

This article applies to:

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