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Apportionment Information window (990)
Use the Apportionment Information window to enter apportionment data in one place for all states. UltraTax CS uses this information to complete the apportionment factor for income subject to apportionment. In general, business income is apportioned and non-business income is allocated. State law determines the type of income that is apportioned.
To open the Apportionment Information window, choose View, then Apportionment or press Ctrl+B with a 990 client open. Note that you'll have to attach a state return to this client to open this window.
Components of this window
Apportionment Information menu
Apportionment Information toolbar
Apportionment spreadsheet (consisting of the Property, Payroll, and Sales tabs)
State tab (New York only)
note
- If necessary, you can override the amount in the Everywhere / (Override) column for all states or on a state-by-state basis.
- Some boxes on the state columns have statement windows in which you can enter detailed information for the factor's component. UltraTax CS uses the information you enter in the statement window's Everywhere column as the everywhere amount for that component. UltraTax CS ignores the amount in the Everywhere / (Override) column in the Apportionment spreadsheet for that component.
- Detailed asset data entry allows you to classify assets for the property factor and automatically transfers the beginning-of-year and end-of-year amounts to the corresponding box in the Property tab.
- You can import data from an Excel spreadsheet or the Windows Clipboard into a statement window.