State Everywhere Force dialog (1065)

In-state amount:
This amount is the factor amount for a specific component
for a specific state
. The amount includes only the amount for that state. The in-state amounts that appear on the apportionment forms are the amounts entered in the
Apportionment Information
window. (For city and other returns, the in-city amounts that appear on the apportionment forms are the amounts entered in the
Cities and other returns
window.)
Everywhere amount:
This amount is the total apportionment amount for a specific component. The amount includes both the in-state amount and the amount outside of that state. State apportionment forms refer to this amount by a variety of titles, including "total amount," "everywhere," and "within and outside." The everywhere amounts that appear on the apportionment forms are the amounts that appear in the Everywhere / (Override) column of the Apportionment Information spreadsheet
or
the amounts entered in the respective state's column in the
State Everywhere Force
window, if you need to force the Apportionment Information spreadsheet's everywhere amount for that particular state. (Note that the amounts entered in the
Cities and other returns
window aren't included in the everywhere amount.)

To open the

State Everywhere Force

window, select

View

, then

Apportionment with a 1065 state client open

, and select

Edit State Everywhere Force

, or select

Edit

, then

State Everywhere Force

.

Apportionment data entry

White fields:
UltraTax CS uses the amounts entered in the
white fields
in the state, city and other return columns as the everywhere amount on that state, city or other return apportionment form. If you enter data in a white field, UltraTax CS ignores the corresponding amount that appears in the Apportionment Information spreadsheet's Everywhere / (Override) column for that state, city, or other return only.
Shaded fields:
You can't enter data in the
shaded fields
in the state everywhere force spreadsheets. Fields are shaded if (a) there's a statement for that component in the Apportionment Information spreadsheet or the
Cities and other returns
window or (b) that component isn't used on the state, city, or other return apportionment form.
Overriding the everywhere amount for all states:
You can override the everywhere amount in the Apportionment Information spreadsheet for all states rather than for just a single state.

Spreadsheet columns

Component:
This column lists the most frequently used elements for this factor.
State / City / Other return:
Use these columns to enter everywhere amounts to use for that state, city, or other return. Note that only states, cities, and other returns attached to the current client appear as columns.