How to Scrunch Temporary Differences

Select
Administration > Manage Datasets > Datasets
.
Select
Add
to add a dataset.
Select
Scrunch
for the Transaction.
Select
Next
.
Select the items to include in the rolled over dataset.
Select
Scrunch Temp Diffs
to sum current and non-current temporary differences with different tag letters assigned to them.
Select
Next
.
For Scrunch Temporary Differences, select a
Tag
or
Class
.
Select
Save
.
For the refresh report data message, select Yes to update the reports with the scrunched data. Select
No
if you do not wish to update the reports at this time.

To scrunch temporary differences in a new dataset with tags, choose one tag applicable for the current temporary differences, and another tag applicable for the non-current temporary differences from the source dataset. You cannot use the same tag name to scrunch the current and non-current temporary differences.
To scrunch temporary difference in the new dataset with classes, choose one class applicable to the current temporary differences, and another class applicable to the non-current temporary differences from the source dataset. You cannot apply the same class name to scrunch current and non-current temporary differences.

Rules:

When you select Scrunch Temp Diffs to sum the temporary differences, the total Ending Balances for Temporary Difference in the Source dataset will be the Beginning Balances in the Rollover dataset. The Beginning Balances appear as single balances along with the Tag or Class selected during the Rollover process.
The application will scrunch data and create a separate entry for the current and non-current type temporary differences using two different tags or classes (depending on whether it is a tag dataset or class dataset).
The system will not scrunch temporary differences with an overridden line item rate.
The dataset parameter SCRUNCH_TAG with Alphanumeric value is no longer applicable. This dataset parameter applies to the ONESOURCE Tax Provision v. 9.2 and earlier.
The Copy Notes option is not available when the scrunch functionality is selected for the new dataset.

Additional requirements:

NOL
: Entries must have the same Ending Rate, Year Generated, and Year Expired.
Book/Tax Basis
: Entries must have the same Ending Rate, Book Months, and Tax Months.
After-Tax - Book/Tax Basis
: Entries must have the same Book Months and Tax Months.
Federal/State
: Entries must have the same Ending Rate.
State After-Apportionment
: Entries must have the same Ending Rate.
State/State After-Apportionment
: Entries must have the same Ending Federal Rate.