Common questions about Corporate Controlled Group (Schedule O) in Lacerte

1. Open Screen 9, Controlled Group Apportionment.
2. In the Member list, select Group Information.
3. Select the Carry Apportionable Amounts to Tax Return checkbox.

The program carries apportionable amounts to the member whose entry in ID Number matches the entry in Federal ID Number in the Client Information screen..

1. Open Screen 9, Controlled Group Apportionment.
2. In the Members list, click the Add button.
3. Enter information in the General Information and Apportionment Amounts sections.
4. Repeat steps 2 and 3 for each member