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Allocation and apportionment for state returns
For state corporate income tax purposes, apportionment is the process of assigning to a particular state that portion of a multi-state corporation's income the state may tax.
There's 2 options for entering A&A information:
- Data entry screens inOrganizer,States,Allocation and Apportionment,A&A Data Entry- Information that carries to the state returns is based on the general state tax law since certain categories are included or not included in a specific state factor.noteWhen you use the data entry screens, the system calculates the 'everywhere' amounts for you.
- A&A Organizer/Overrides screens inOrganizer,States,Allocation and Apportionment,A&A Organizer/Overrides- These screens carry the data you enter to the state returns. As a result, there's no programming to control the carry of information based on the state law.noteThe system doesn't calculate the 'everywhere' number for you. You must enter both the 'within' and 'everywhere' amounts manually.
Activate allocation and apportionment data entry
To enter state apportionment information:
- Go toOrganizer,States,Allocation and Apportionment, and thenA&A Activation.
- SelectActivate the Allocation and Apportionment Area.
Review and set A&A options
Review the allocation and apportionment (A&A) options.
- Go toOrganizer,States,Allocation and Apportionment, and thenA&A Options.
- Review all options available.
- Go toOptional Methods. This is a central place to review any states that have different methods of computing the apportionment factor based on certain qualifications. For example, the state of California uses a single weighted sales factor for certain situations.
- Next, go toMiscellaneous Items. This screen gives you entry of A&A fields that are asked for by certain states that don't fit the normal categories.
Adjust A&A calculated amounts
The final step in using Allocation and Apportionment (A&A) is to review and adjust amounts.
- Go toTax Forms,States,Allocation and Apportionment, and then A&A Detail.
- Select the state.
- Select each factor to review. If any adjustments are needed, go toOrganizer,States,Allocation and Apportionment, and thenA&A Organizer/Overridesto enter the amounts manually.