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My Datasets

Apportionment Percentage

You can enter your apportionment information in the
Activated Jurisdictions
 page. The system applies the apportionment percentages to compute the apportioned current state taxable income, as well as the state beginning and ending temporary differences.
note
The difference between the Begin Apportionment percentage and End Apportionment percentage causes a rate change adjustment in the State-level Deferred Balances.
To enter your apportionment percentages:
  1. Select
    My Datasets > Units > Jurisdictions > Activated Jurisdictions > Edit > APPORTIONMENT PCTS
    .
  2. Type your
    State Apport%
    ,
    Begin Apport%
    ,and
    End Apport%
    .
To import information to the Apportionment section, complete the appropriate fields on the
#S# States
 worksheet in the Import Numbers template.
note
To update the Apportionment rates, for a single state across either a single unit or multiple units in a Sub-consolidation, complete the appropriate fields on the
#SRATES# State Rates
 worksheet in the Import Update Rates template. If the #SRATES# worksheet is not functional, sort the #S# States worksheet in the Import Numbers template by state and update, as needed.

This article applies to:

  • PRODUCT: ONESOURCE Tax Provision