Apportionment Information - New Mexico tab

Use the state tabs at the bottom of the Apportionment Information window to enter state-specific apportionment information. State tabs appear only if you have added states to the return and if more apportionment information is needed.
To enter state-specific apportionment information, select the state tab at the bottom of the Apportionment Information window.

Fields & buttons

General information group box
UltraTax CS uses the information you enter in this group box to complete form fields and answer questions that are not addressed in the Apportionment spreadsheet.
Enter
1
if the reporting of apportionment income changed from a prior year. UltraTax CS marks the related
Yes
box on the form. Otherwise, enter
2
or leave the field blank and UltraTax CS automatically marks the
No
box. You can enter the number directly or select from the dropdown list.
Enter the date that written notification was submitted.
Enter the effective date of the election.
Enter
1
if electing a special method for a manufacturing company. UltraTax CS marks the related field on the form and uses the manufacturing apportionment method to calculate the average factor. Enter
2
if electing a special method for a headquarters operation. UltraTax CS marks the related field on the form and uses only the sales factor to calculate the average factor. Enter
3
if electing to eliminate one or more factors when the denominator is less than 3% of net income. You can enter the number directly or select it from the dropdown list.

Apportionment Form Combination Tables guide

Select the following link to view the Apportionment Form Combination Tables Guide. These tables describe how fields from the Apportionment Information spreadsheet and the apportionment tab are combined onto the apportionment form.
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