How do I enter state apportionment in a 1065 return using worksheet view?

  1. Go to the Common State > Allocation and Apportionment worksheet.
    • In Section 1 - Property Factor, select Detail.
      • In Line 1 - Property Code, select a property factor. 
      • In the Beginning of Year and End of Year columns, enter information for each state as applicable. 
      • Select Summary to return to the previous screen.
    • In Section 2 - Payroll Factor, select Detail
      • In Line 1 - Payroll Code, select a payroll factor.
      • In the Amount column, enter information for each state as applicable. 
      • Select Summary to return to the previous screen.
    • In Section 3 - Sales Factor, select Detail.
      • In Line 1 - Sales code, select a sales factor.
      • In the Amount column, enter information for each state as applicable. 
      • Select Summary to return to the previous screen.
  2. Calculate the return.
Notes: 
  • The program will default to 100 percent apportionment when no apportionment information is present for a given state.
    • It is necessary to enter 0 for any state with zero apportionment. 
  • The program creates an apportionment percentage for each state using the state allocated amount over the "Everywhere" amount.
    • This percentage is then taken times the federal income amount to determine the portion attributable to the indicated state. 
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