What Transfers to the State Apportionment Worksheet

Transferred Items

The State Apportionment data received includes:

Checkbox

The selected rows populate ONESOURCE Tax Provision from the worksheet. To select all rows, select the box in the header row.

 

Unit Code

The unit code in Tax Provision will equal the Entity number in State Apportionment. If you do not use an "Entity Map", the unit code defaults to the entity code in ONESOURCE State Apportionment.

 

State Code

•The state codes are created using the codes within the ONESOURCE Tax Provision application and can be greater than 2 digits.
•You can review the state codes in Administration, within the Manage States folder.
•The default state codes in ONESOURCE State Apportionment are 2 digit postal codes.
•The State code for ONESOURCE State Apportionment and ONESOURCE Tax Provision must be the same; otherwise a validation error occurs during the data transfer.

 

State Tax Rate

The state tax rate is in percentage format and up to 4 decimal places.

 

End State Deferred Tax Rate

The state deferred tax rate is in percentage format and up to 4 decimal places.

 

State Apportionment Rate/End State Apportionment Rate

The state apportionment rate is in percentage format and up to 4 decimal places.

•A hyperlink is available for viewing the state apportionment details. Click the hyperlink and the ONESOURCE "State Apportionment Summary Report" page appears.
oYou can review the apportionment rate calculation.
oUpdate the information in ONESOURCE State Apportionment, as needed.
oIf an "Entity Map" is not selected for the transfer, hyperlinks are not available.

 

Apportionment Type

The apportionment types include Separate, Group, Separate & Group.

 

Entity Map

You can select a unit map that is set up in the ONESOURCE platform.

 

Example: State Apportionment Worksheet

ONESOURCE State Apportionment