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Administration

How to Rollover Datasets

A rolled over dataset creates a new dataset and includes the beginning deferred balances.
To Rollover 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
    ,or
    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.
  6. 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.
  7. 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.
  8. Type a
    Group Rate %
    . The Effective Tax Rate report uses the group rate as the statutory rate to which the provision reconciles.
  9. If required by your administrator, type the Case #.
  10. Select
    Rollover
     for the dataset Transaction.
  11. 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 to apply Tags to the dataset select
      Tags
       for the rolled over dataset.
    • If you want to apply Classes & Subclasses to the dataset select
      Classes & Subclasses
       for the rolled over dataset.
  1. Select a dataset in the
    Source Dataset
     drop-down list.
    • Select the dataset that you want to copy or rollover.
    • Depending on the Data Option you select, datasets appear with classes or tags, not both.
  2. 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.
  3. Select
    Yes
    , if the dataset is a
    Read Only
     dataset. Otherwise, the default is
    No
     and information can be entered into the dataset.
  4. Select
    Next
    . Step 2 of the wizard appears.
  5. 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
    .
  1. Select
    Done
    . A message appears asking if you want to refresh the report data.
  2. Select
    Yes
    .

This article applies to:

  • PRODUCT: ONESOURCE Tax Provision