Apportionment Information - Wisconsin 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 Wisconsin returns

UltraTax CS gives predefined statement windows for factor components needing detailed 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.
Select one of the following methods listed from the dropdown list for this field. UltraTax CS calculates Schedules A-01 through A-11 based on the method selected.
Code
Description
A
Air Carriers
B
Broadcasters
D
Direct Air Carrier
F
Financial Institutions
I
Investment Companies
M
Motor Carriers
N
Insurance Companies
P
Pipeline Companies
R
Railroad and Sleeping Car Companies
S
Single Factor Apportionment (default)
T
Telecommunication Companies
Alternate apportionment group box
Select this button to open the Interstate Transportation window.
Select this button to open the Financial Institution window.
Select this button to open the Investment Company window.
Select this button to open the Insurance Company window.
Select this button to open the Communication Company window.
Combined apportionment group box
Select this button to open the Single Factor Information window.
Select this button to open the Conversion to Modified Sales window.
Select this button to open the Separately Apportioned Income window.

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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