New (tax) year, new help!
Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.
Click the following links for information about state allocation and multi-state processing in federal 1040 returns.
- Opening the State allocation spreadsheet
- Entering state allocation data
- Printing state allocation information reports
- Deleting state allocation information
- Processing multiple-state returns
- Troubleshooting unexpected results in multiple-state processing
- Frequently asked questions about multiple-state processing
- State allocation spreadsheet frequently asked questions
- Exporting and importing allocation information to and from UltraTax/1040 and a Microsoft Excel spreadsheet
Videos:
- UltraTax/1040: Allocating income to nonresident state returns: Wages (approx. 1.5 minutes)
- UltraTax CS: Allocating income to nonresident state returns: Interest and dividend income (approx. 3.5 minutes)
- UltraTax CS: Allocating income to part-year and nonresident state returns: Activity income (approx. 2.5 minutes)
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