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Level 4
October 7, 2022
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CA Consolidated Return Apportionment Data CA Income is greater than Income Everywhere

Related products:Lacerte
  • October 7, 2022
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I'm working on a Consolidated Corporate Return.  There are 3 Corporations all being brought together into one Consolidated Parent return.  On the CA Apportionment screen, I've had to override the sales factors to tell Lacerte gross receipts Everywhere and Sales shipped to CA purchased from within.  I've also indicated Sales from Partnerships or LLC's treated as Partnerships Inside CA and Everywhere on the 3 sub Corp returns.  When I look at the CA Combined Report Apportionment Data the partnership income is included on the CA Sales section but not on the Sales everywhere section.  I get a diagnostic telling me my Everywhere Sales cannot be less than the CA Sales.  I end up having to either leave the partnership income off entirely or lump the partnership income together on the apportionment screen with CA Gross Receipts and Everywhere Gross receipts.  I spent 2 1/2 hours on the phone with Lacerte who couldn't find any way to fix this.  I believe this is a program error that needs to be fixed.  Maybe someone else has some kind of workaround?  Maybe Lacerte can fix this issue before next year's software is rolled out?

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