Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Allocation and apportionment

Types of State A&A Workpapers

There are 5 types of State A&A Workpapers. These can be found in
Tax Accounting System (TAS)
,
State Workpapers
.

State A&A Summary and Detail Review Workpapers

The summary workpaper gives you a summarized view, whereas the detailed workpaper gives you the details for State A&A data entry.

State A&A Reconciliation Review Workpaper

Use this workpaper to review variances for State A&A factors for members of consolidations and consolidated binders.
The variances compare the federal tax return form lines to the Tax Accounting System (TAS) State A&A Everywhere factor data. You can enter explanations for each variance at the tax return line and at the state factor level or both. You can also enter explanations at the consolidated level on the Consolidated Summary and consolidated workpapers.

State A&A Factor Reconciliation Workpaper

Use the State Factor Reconciliation workpaper to review variances for the State A&A factors.
The variances compare the federal tax return lines to data you have entered for State A&A Everywhere in the Tax Accounting System.
The workpaper allows you to enter explanations for each variance at the tax return line and at the state factor level or both. The initial setup for this workpaper starts with creating a State Factor Reconciliation Chart.

This article applies to:

  • PRODUCT: ONESOURCE Income Tax
  • Subject: Allocation, Apportionment
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close