You can manage the Jurisdiction Apportionment information for Provision, Estimated Payments and Interim datasets in the Apportionment section of the Activated Jurisdictions page.

 

To enter your tax rate data select My Datasets > Units > Jurisdictions > Activated Jurisdictions > Edit > Apportionment Pcts.

•Type the Apportionment Pcts for the unit selected. The State Apportionment percentage is applied to compute the apportioned current state taxable income.

•The Begin Apportionment percentage is applied to the state beginning temporary differences.

•The End Apportionment percentage is applied to the state ending temporary differences.

 

Importing Apportionment

•To import information to the Apportionment section, complete the appropriate fields on the #S# States sheet in the Import Numbers template.

•To update the Apportionment rates, for a single state across either a single unit or multiple units in a Sub-consolidation, complete the appropriate fields on the #SRATES# State Rates worksheet in the Import Update Rates template. If the #SRATES# worksheet is not functional, sort the #S# States sheet in the Import Numbers template by state and update as needed.

 

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Note: The difference between the Begin Apportionment percentage and End Apportionment percentage causes a rate change adjustment in the State-level Deferred Balances report.

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