UltraTax/1065 Apportionment procedures and reference information

Select the following links to access reference information and procedures related to 1065 apportionment.
Reference information
  • Apportionment Information menu
  • Apportionment Information > Print Reports dialog
  • Apportionment Information spreadsheet
  • Apportionment Information toolbar
  • Apportionment Information window
  • Apportionment Information window > State tabs (1065)
  • Cities and other returns dialog
Procedures
  • Apportionment Form Combination Tables Guide (Links to PDF, which requires the Adobe Reader)
  • Attaching column notes to state apportionment factors
  • Deleting apportionment information
  • Entering 1065 apportionment data for city or other returns
  • Entering 1065 apportionment data for state returns
  • Frequently asked questions about entering apportionment information
  • Overriding everywhere amounts for apportionment forms overview
  • Overview of Excel Export / Import utility for apportionment information
  • Printing apportionment information reports
  • Classifying assets for apportionment property factors
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