Apportionment Information - Pennsylvania 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 Pennsylvania returns

UltraTax CS gives predefined statement windows for factor components needing detail information. UltraTax CS uses the information entered in the statement windows, Everywhere column, on the form for that component. UltraTax CS ignores amounts from the Everywhere / (Override) column in the main apportionment grid for components needing specific categories.

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.
Dividends reclassified. UltraTax CS uses this information to complete Schedule H for S Corporations.
Information entered in the statement attached to this field is used to complete Schedule H for S Corporations.
Select the button to open the Bank and Trust window. UltraTax CS uses this information to complete RCT-132B.
Select this button to open the Pennsylvania Cities window to enter sales amounts for the Philadelphia BIRT return.
Alternate apportionment group box
Use the fields in this group box to use alternate apportionment for this state. The information you enter in these fields takes precedence over any entries in the Apportionment spreadsheet for this state.
Enter the numerator for the special apportionment factor if the corporation qualifies as a railroad, truck, bus, airline, pipeline or natural gas, or water transportation companies to complete Form RCT-106.
Enter the denominator for the special apportionment factor if the corporation qualifies as a railroad, truck, bus, airline, pipeline or natural gas, or water transportation companies to complete Form RCT-106.

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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