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Generating CA Schedule R Apportionment and Allocation
by Intuit• Updated 1 week ago
How can I get the Schedule R to generate?
Solution
CA Schedule R will generate if it is a multi-state return in Lacerte. For companies that only conduct business in California or in a state where a tax return is not required.
Follow these steps to generate Schedule R:
- Go to Screen 1, Client Information.
- Go to section State Information.
- Check the box Multi-State Return?.
- The Select a state box will pop up: select a state or click Cancel if no other states are applicable.
Note: The California Schedule R is not available in the Individual module. This form can be accessed within the business modules; Partnership, Corporate, and S-Corporate, and utilized to manually determine apportionment and allocation of business income conducted partly within and outside of California.
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