Screen Gen — Oregon Commercial Activity

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Overview

Use this screen to complete general information for the Oregon Business Commercial Activity Tax Return.

Federal-to-state input screen and asset module data transfer

If information is transferred from federal input screens or from the asset module to a state input screen, the application displays the transferred data in blue.
If necessary, you can overrule the transferred amount by entering the appropriate amount in the box. The application then displays the new amount in black.
note
  • When you overrule a transferred amount, the application does n't overwrite that amount with subsequent federal-to-state or asset module data transfers.
  • To delete the overruled amount and restore the original transferred amount, right-click the box and select Delete overrule or simply enter the original amount in the box.
  • To confirm the accuracy of the overruled amount, right-click the box and select Acknowledge overruled data. The application then disables the acknowledge functionality from the right-click menu. To restore the original amount later, you will need to enter it manually.
  • If desired, you can set a user preference to mark boxes for which you overruled the transferred amounts and to list all overruled amounts in the Diagnostics window.

Statements

Many data entry boxes provide predefined statements in which you can enter additional information.

Accessing frequently asked questions

To view answers to common questions about calculations and data entry issues, choose Help, Additional Resources, then Frequently Asked Questions.

General Information

Use this section to record general information for the client’s Oregon CAT return.
Total commercial activity
Enter
2024
Commercial Activity for the estimate calculation. This box will be replaced by Form OR-CAT in
2025
.
Total apportioned costs
Enter
2024
Commercial Activity costs for the estimate calculation. This box will be replaced by activity on Form OR-CAT in
2025
.

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