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Federal input screens

Apportionment Information > Schedule R-2 dialog (1120-CA)

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Use the
Schedule R-2
 screen to complete information for Schedule R-2.
Select
View
,
Apportionment
, the
California
 tab, then
Schedule R-2
.
note
You'll need a California return open.

Fields and buttons — Schedule R-2 questionnaire group box

UltraTax CS uses the information you enter in this group box to answer the Sales and General Questionnaire section of Schedule R-2. This information prints on an accompanying schedule.
Nature and location(s) of California business activities
Use the statement to enter the nature and location of California business activities.
note
Enter information for the
Key Corporation
 in the first line of the statement.
Exact title and principal business activity of all joint ventures, partnerships, or LLCs in which corporation has an interest
UltraTax CS enters
N/A
 by default. Enter the titles and principal business activities in the statement.
note
Enter information for the
Key Corporation
 in the first line of the statement.
Does Schedule R-1 include all sales shipped from CA where purchaser is the US Government?
UltraTax CS enters
Yes
 by default. If the answer is
No
, use to enter an explanation in the statement. UltraTax CS automatically marks the
No
 checkbox on the form.
note
Enter information for the
Key Corporation
 in the first line of the statement.
Does CA sales figure on Schedule R-1 include all sales shipped from CA to states in which the taxpayer is not subject to tax?
UltraTax CS enters
Yes
 by default. If the answer is
No
, use the statement to enter an explanation. UltraTax CS automatically marks the
No
 checkbox on the form.
note
Enter information for the
Key Corporation
 in the first line of the statement
Did the taxpayer use reasonable approximation to assign sales under Schedule R-1, Part A, line 1c (i)-(iv)?
UltraTax CS enters
No
 by default. If the answer is
Yes
, use the statement dialog to enter an explanation. UltraTax CS automatically marks the
Yes
 checkbox on the form.
note
Enter information for the
Key Corporation
 in the first line of the statement.
Did the taxpayer change their reasonable approximation method to assign sales from the last filed tax return?
If the answer is
Yes
, use the statement to enter an explanation, and UltraTax CS marks the
Yes
 checkbox on the form. Otherwise, the default response to this question is
No
.
Are the non-business items reported on Schedule R and the apportionment factor items reported on Schedule R-1 treated consistently on all state tax returns filed?
UltraTax CS automatically enters
Yes
 by default. If the answer is
No
, use the statement to enter an explanation. UltraTax CS automatically marks the
No
 checkbox on the form.
note
Enter information for the
Key Corporation
 in the first line of the statement.
Has this corporation or any combined unitary group member changed the way income is apportioned or allocated to CA from prior year returns?
UltraTax CS automatically enters
No
 by default. If the answer is
Yes
, use the statement to enter an explanation. UltraTax CS automatically marks the
Yes
 checkbox on the form.
note
Enter information for the
Key Corporation
 in the first line of the statement.
Does CA sales figure on Schedule R-1 include all sales shipped to CA destinations?
UltraTax CS automatically enters
Yes
 by default. If the answer is
No
, use the statement to enter an explanation. UltraTax CS marks the
No
 checkbox on the form.
note
Enter information for the
Key Corporation
 in the first line of the statement.
Does CA sales figure on Schedule R-1 include all sales delivered to customers outside CA which have an ultimate destination in CA?
UltraTax CS enters
Yes
 by default. If the answer is
No
, use the statement to enter an explanation. UltraTax CS marks the
No
 checkbox on the form.
note
Enter information for the
Key Corporation
 in the first line of the statement.
Schedule R-7 (C Corp) group box
Data entry for Schedule R-7 is in Screen CASchR7 in the Combined folder in the consolidated client return.

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