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Allocating Balance Sheet amounts to a state in Lacerte

SOLVEDby Intuit2Updated September 11, 2023


Several items within the assets section of the balance sheet can be allocated to a specific state to utilize within the apportionment calculations.

  • Inventories
  • Buildings and Other Depreciable Assets
  • Depletable Assets
  • Land

These items can be allocated to the state by hitting (Ctrl + E) on the input field. This will open up the Supporting detail window, allowing you to input amounts for each state.

Liabilities / Equity

Liabilities will not be utilized in the apportionment calculation therefore there is no way to indicate the state

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