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Scrunch Macro

You can scrunch your tags when rolling over a dataset to aggregate multiple line items into one line. Temporary difference activity for a single deferred balance is often entered at different times, each with a different tag.
For example, tag imported activity with an I, bridged activity with a B, manual adjustments with a M, and return to provision adjustments with a R. As a result, the deferred balance appears as multiple line items which may not be necessary to maintain.

Scrunch Rules

The macro aggregates the following Import Numbers Template sheets:
  • Temporary Differences - Tax Basis
  • After Tax Temporary Differences - Tax Basis
  • State After Tax Temporary Differences - Tax Basis

Lines are aggregated, only if the line has:

  • The same deferred code (temporary difference code).
  • The same current/non-current designation.
  • The same beginning and ending deferred tax rates.

Scrunch Results

  • If any of the original deferred balances are tagged with an I, the aggregated deferred balance is tagged with an I.
  • If None of the deferred balances used an I tag, then the single aggregated deferred balance is assigned the tag of the first deferred balance of that aggregation when sorted by unit code, difference code, current/non-current.

Example Sequence

  1. Roll over a 2015 dataset to a 2016 dataset. (Leaving multiple beginning balances for each temporary difference.)
  2. Export the 2016 dataset.
  3. Apply the Scrunch macro to generate a new import spreadsheet.
  4. Create a new blank 2016 dataset.
  5. Import the scrunched spreadsheet generated by the macro into the blank 2016 dataset.

This article applies to:

  • PRODUCT: ONESOURCE Tax Provision