Apportionment Information - Vermont 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.
Vermont needs no extra information for apportionment. Note that a state tab only appears in the Apportionment Information window if extra information is needed.

Special information for processing Vermont 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 information entered in this group box to complete form fields not addressed in the Apportionment spreadsheet.
Enter this entity's share of the sales factor components for Vermont and everywhere attributable to other pass-through entities in which this entity owns a share of. UltraTax CS includes these amounts in the Vermont and everywhere columns on schedule BI-477 for S corporations, and BA-402 for C corporations.
Alternate apportionment group box
UltraTax CS uses data entered in this group box to complete the apportionment schedule for entities engaged in special industries.
Use this field to provide the alternate apportionment ratio calculated under §5833(b) for entities engaged in qualifying special industries. The information you enter in this field takes precedence over entries in the Apportionment spreadsheet for the state.

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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