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Allocation and apportionment
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Search Income Tax (ONESOURCE) Help and Support.

This article applies to:

  • Product: ONESOURCE Income Tax
  • Subject: Workpapers,Allocation,Apportionment,Organizer

Update Organizer with state workpapers

After entering all state workpapers data and assigning logic and cross-reference charts, you must compute the binder to transfer the state workpaper balances into A&A.
  1. Open a binder and go to the
    Tax Accounting System (TAS)
    , then select
    Compute
    .
  2. Select
    Update Organizer with State A&A
    . This option's only available if you've assigned logic and cross-reference charts to the binder.
  3. Select
    Compute
    . Data transfers or computes in the Tax Forms when states are activated. Data transfer into the A&A Organizer/Overrides for each state.
    tip
    Once you enter your A&A data and run a compute with the
    Update Organizer with State A&A
     option selected, go back and remove this selection. Doing so reduces your compute times and the system won't update State A&A again.
  4. Lastly, in the State A&A Workpapers you can reconcile detail amounts that are summarized on the state forms to verify the data's carrying to the forms based on your A&A data entry and setup or customization.

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