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Apportionment Information > Cities and other returns spreadsheet (1120)

Use the Cities and other returns spreadsheet to enter city and other returns information for the apportionment factors. The spreadsheet consists of 3 tabs, 1 for each factor: property, payroll, and sales.
To open the Cities and other returns spreadsheet, select
View
,
Apportionment
, the appropriate state tab, then
Cities
. The spreadsheet is located at the beginning of the Cities and other returns window.

Apportionment data entry

  • White fields: UltraTax CS uses the white fields in the city and other return columns to complete the city's or other return's apportionment form. The amounts for the everywhere fields on the city or other return form come from either the Everywhere / (Override) column or the state column in the Apportionment Information window, depending on state law. For additional information on how the white fields on the spreadsheet are combined onto the apportionment forms, go to the Apportionment Form Combination Tables guide (PDF).
  • Shaded fields: You can't enter data in the shaded fields in the city or other return columns. These fields are for components that aren't used on the city's or other return's apportionment form.
  • Statement windows: Some fields in the Cities and other returns spreadsheet and city and other return tabs have statement windows to enter detailed information for this factor's component.
    If  Pink Statement button displays, then the amount imported from Excel (using the Excel Export/Import utility) doesn't equal the amount in the statement window. Open the statement window and update the detail.
  • Column totals: UltraTax CS calculates the amounts entered in the city and other return columns and displays the total at the bottom of the column. The application calculates the amounts in the same manner in which the amounts are calculated for the apportionment form. For example, annual rents are multiplied by 8, and returns and allowances are deducted from sales.

Spreadsheet columns

  • Component: Lists the most frequently used components for this factor. Components that aren't listed in this column are available in the appropriate city or other return tab in the Cities and other returns window.
  • City / Other return: Use these columns to enter the in-city (in-other) amounts for the apportionment forms. Most apportionment data entry is completed in these columns. Note that only cities and other returns attached to the current return appear as columns. Data entered in a city or other return column isn't included in the Everywhere / (Override) column in the Apportionment spreadsheet.
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