If you had read the articles, these are explained in details.

Yes, you will need to allocate the income and expenses, then make those entries in PTO.  It's the same with your clients - if your clients don't let you know how much they have earned or paid during which period, how would you know?  By the same token, if you don't do those allocations in PTO, the system also wouldn't know how much to report or deduct in the respect states.

The allocation is just simple math for income ratably earned during the year, such as interest income.  Income such as dividends and capital gain would take a bit more work.  W-2 should be simple enough since state wages are reported.

In each of the input fields for amounts, click on the + sign for the popup.  You'd make the corresponding entries as explained in that popup.  Don't worry about the total (which would double the federal amount) as it won't affect anything on the returns.