Allocation and apportionment high-level process
The general processing procedures for allocation and apportionment (A&A) data entry is:
- Enter allocation and apportionment data.
- Review allocation and apportionment options.
- Perform a full recompute on the return.
- Activate states in the system. This allows allocation and apportionment data entered to automatically carry to the state tax return(s).
- Review A&A information for each state and make any necessary adjustments to include or exclude items on the returns.
- Perform another full recompute.
- Review the state tax forms.
