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Screen ORSPGen - Multnomah and Portland Business - General (1040)
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Overview
Use this screen to complete Form SP-
2025
, Multnomah / Portland Combined Report Form for Individuals.note
Per Multnomah County and Portland City, the filing status on the SP return should match the federal filing status. One form is filed including information for both the taxpayer and spouse.
Federal-to-state input screen and asset module data transfer
If information is transferred from federal input screens or from the asset module to a state input screen, the application displays the transferred data in blue, for example: 
.
.If necessary, you can overrule the transferred amount by entering the appropriate amount in the field. The application then displays the new amount in black.
note
- When you overrule a transferred amount, the application does not overwrite that amount with subsequent federal-to-state or asset module data transfers.
- To delete the overruled amount and restore the original transferred amount, right-click the field and choose Delete overrule or simply enter the original amount in the field.
- To confirm the accuracy of the overruled amount, right-click the field and choose Acknowledge overruled data. The application then disables the acknowledge functionality from the right-click menu. To restore the original amount later, you will need to enter it manually.
- If desired, you can set a user preference to mark fields for which you overruled the transferred amounts and to list all overruled amounts in the Diagnostics window.
Statements
Many data entry fields provide predefined statements in which you can enter additional information. For additional information, see Statements overview.
Accessing frequently asked questions
To view answers to common questions about calculations and data entry issues, choose Help, Additional Resources, and then Frequently Asked Questions.
General Information
Address change / ... / Daytime telephone (Force)
Use these fields if the information is different from what is entered in federal 1040 Screen.
Parts of the form to calculate
For returns that are not subject to tax in both jurisdictions, use this field to indicate which jurisdiction to calculate.
Exemption municipality / … / Reason description
Use these fields to indicate exemption from Multnomah, Portland, or both. For each exempt jurisdiction, a reason is required.
Number of owners
Use this field to enter the number of owners. A maximum of two is allowed when filing Form SP-
2025
. This amount is used to calculate the compensation allowance deduction.Residential rental registration
Use these fields to complete Schedule R, City of Portland Business License Tax, Residential Rental Registration Schedule.
Net Income Adjustments
UltraTax CS calculates income from all Schedules C, Schedules E, Schedules F, and business sales forms. Use this section to complete the income portion of Form SP-
2025
with allowed differences that apply to both jurisdictions. Local Difference Adjustments
Use this section to complete the Multnomah and/or Portland sections of Form SP-
2025
with any differences that are local to one or the other municipality.Owner's compensation deduction (Force)
The compensation deduction worksheet calculates the deduction based on the number of owners. Use this field to enter an amount different from the calculated amount.
Downtown Business Incentive Credit
Use this section to complete the lines on Form SP-
2025
that are related to the Downtown Business Incentive credit.Since the DBI credit is to be taken over four years, UltraTax CS will track DBI credits taken in prior years, if the client file is proforma'd in UltraTax CS.
Portland Heavy Vehicle Use Tax
Use this section to either complete Schedule HVT, City of Portland Business License Heavy Vehicle Use Tax, or to input the amount from your calculated Schedule HVT. Attach your calculated Schedule HVT as an Electronic Filing Attachment.