Apportionment Information - Oregon 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.

Special information for processing Oregon returns

UltraTax CS gives predefined statement windows for factor components needing detail information. UltraTax CS uses the information you enter in the statement windows in the Everywhere column on the form for that component. UltraTax CS ignores amounts from the Everywhere / (Override) column for that component.

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.
Mark this checkbox to indicate that the taxpayer is a telecommunications or utility company choosing to use the double weighted sales formula.
UltraTax CS transfers the information you enter in this field to Schedule AP - Apportionment of Income. Describe the nature and locations of your Oregon business activities on Form OR-20, OR-20-INC, or OR-20-S, whichever applies.
Select this button to open the Multnomah / Portland window. UltraTax CS uses the information you enter in the spreadsheet to calculate the Multnomah County gross income and the city of Portland gross income on Forms C-
2024
and SC-
2024
.

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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