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Administration

How to Copy Datasets

A copied dataset creates a new dataset with information already in the application.
To copy a dataset:
  1. In
    Administration > Manage Datasets > Datasets
    .
  2. Select
    Add
     to add a dataset.
    The
    Add Dataset
     wizard appears.
  3. Type a
    Name
    .
    • The Dataset Name is user-defined and can be any combination of alpha-numeric characters, including spaces, up to 60 characters.
    • You can edit the Dataset Name.
    • The dataset name appears in My Datasets, Review & Edit and report headers.
  5. Select the dataset Type:
    PROV
    ,
    EST PYMT
    .
    • PROV
       - Provision Dataset: Create Provision datasets to calculate the tax provision.
    • EST PYMT
       - Estimated Payment Dataset: Create Estimated Payment datasets to calculate the current liability.
  7. Select a
    Fiscal Year
     from the list. By default, the current year appears in the Fiscal Year field. You can type a year or select a year from the drop-down list.
  8. Select a
    Fiscal Period
    . For example, you can select FY - FY: full year. The Fiscal Period defines whether the data in a dataset represents a month, several months, a quarter, or a year. You can type a year or select a year from the drop-down list.
  9. Type a
    Group Rate %
    .The Effective Tax Rate report uses the group rate as the statutory rate to which the provision reconciles.
  10. If required by your administrator, type the Case #.
  11. Select
    Copy
     for the dataset Transaction.
  12. Select
    Tags
     or
    Classes & Subclasses
     to apply the reporting functionality for the dataset. Using tags or classes/subclasses, in Data Entry Introduction pages, lets you indicate the source of your data for review purposes. Using tags or classes/subclasses lets you keep track of your data entry amounts by tag or class/subclass.
    • If you want Tags applied to the dataset, select
      Tags
       for the copied dataset.
    • If you want Classes & Subclasses applied to the dataset, select
      Classes & Subclasses
       for the copied dataset.
  14. Select a dataset in the
    Source Dataset
     drop-down list. Depending on the Data Option you select, datasets appear with classes or tags, not both.
  15. Select a dataset in the
    Prior Period Dataset
     drop-down list. This is the default dataset used for unit comparison for reporting. The selected value will be the default value for the comparison dataset in the Unit Comparison Report within Reporting.
  16. Select
    Yes
    , if the dataset is a
    Read Only
     dataset. Otherwise, the default is
    No
     and information can be entered into the dataset.
  17. Select
    Next
    . Step 2 of the wizard appears.
  18. Choose the components in the
    Include from Source Dataset
     screen that you want to include in the rolled over dataset. You can quickly include all components by choosing
    Select All Components
    .
  19. If you chose
    No - Selected Components
    , click
    Done
    . If you chose
    Yes - Selected Components
    , click
    Next
     and continue to step 17.
  20. In the
    Selected Components
     screen, select the components from the
    Beg Bal
    ,
    Activity
    ,
    Deferred
    ,
    Bal Sheet
     and
    Expense
     lists.
  21. Selecting a header name selects all components in that column. For example, select
    Beg Bal
     and all components are selected.
  22. Click
    Done
    .

This article applies to:

  • PRODUCT: ONESOURCE Tax Provision