State allocation and apportionment (A&A)

State allocation and apportionment can be entered in the A&A Workpaper and in the Organizer.

The option you select's based on the complexity of the returns, the way data's maintained, or the procedures preferred.

Benefits of using State A&A Workpapers

Allows easy import of data from *.xlsx files.

Provides a spreadsheet (workpaper) method of A&A data entry in the Tax Accounting System (TAS) portion of a binder.

Customized with specific categories, jurisdictions and logic, which determine what categories are included in the A&A factors for each state.

Customized presentation of A&A information for each state by using Forms Cross-Reference charts.

Review across jurisdictions

Transfers A&A data in the TAS workpapers to Organizer.

Overall provides efficient and automated state processing.

Uses the same categories of allocation and apportionment as State A&A Workpapers.

Doesn't allow for customization of the categories, logic or presentation on the tax form.

Can override calculated apportionment information.