Dependencies to review before rolling over charts

The rollover process checks these dependencies before rolling over charts.

Federal

Rollover:
  • Federal Chart of Accounts (COA) associated with the adjustments before rolling over the Adjustment Charts (Book, Reclass, Tax) charts.
  • M3 Line Coding and Federal COA associated with the line mapping chart before rolling over the M3 Line Mapping Chart.
  • Provision CTD Grouping chart before rolling over the Provision CTD Mapping Chart.
  • Federal Tax Adjustment chart associated with the K-1 Transfer chart before rolling over the Partnership K-1 Transfer Chart.

State

  • Rollover the State TI Categories before rolling over the State TI Forms Mapping Chart.

International

Rollover:
  • Federal Chart of Accounts and International Summary Charts associated before rolling over the related International Cross-Reference.
  • Federal Chart of Accounts associated with the Schedule M chart before rolling over the 5471 Schedule M Cross-Reference Chart.
  • Federal Chart of Accounts associated with the DASTM Chart of Accounts before rolling over the DASTM Chart of Accounts.
  • Federal Chart of Accounts and Tax Adjustment Chart before rolling over the related 8865 K-1 Transfer Mapping Chart.
  • Federal Chart of Accounts and Tax Adjustment Chart before rolling over the related International Transfer Mapping Chart.

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