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Apportionment

Classify assets for apportionment

Follow these steps to classify assets to transfer to the
Property
 tab in the
Apportionment Information
 window.
note
  • Only assets with an apportion code association will transfer to the
    Apportionment Information
     window.
  • Property information will transfer to the corresponding fields in the Apportionment Information window based on the situs and the apportion code classification. Assets classified with an apportion code that has a situs of a state return attached to the current client will transfer to the corresponding field of that state column in the
    Property
     tab. Assets classified with an apportion code that has a blank situs or a situs of a state not attached to the current client will transfer to the corresponding field in the Other column in the
    Property
     tab.
  • Amounts that transfer from the
    Asset Detail
     window will display in blue in the
    Property
     tab.
  • The only assets that will display in the
    Property
     tab are those you've selected an apportionment code for in the
    Asset Detail
     window.
  • Information doesn't transfer to statement windows. When you code asset detail to a field with a statement window, the information transfers only if the field doesn't already contain information.
  1. Select the
    Asset
     tab in the federal activity.
  2. Select
    Setup
    , then
    Associations
    .
  3. Select the
    Apportion code
     association, then
    OK
    .
    note
    This association is automatically available for all clients with at least 1 attached state return.
  4. Select the asset you want to classify, then
    Modify
    .
  5. Select the property factor component from the
    Apportion code
     association.
  6. Select
    Done
    .

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