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Functionality

Creating Datasets

To create datasets for the previous year Provision, previous year Return, and Current Provision:

Previous Year Provision

Select
Administration
 >
Manage Datasets
 >
Datasets
 >
Add
.
Set up a dataset for the prior year provision:
  1. Type the
    Dataset Name
    :
    2016 Provision
    .
  2. Select the
    Type
    :
    PROV
    .
  3. Select the
    Fiscal Year
    :
    2016
    .
  4. Select the
    Fiscal Period
    :
    FY
    .
  5. Type the
    Group Tax Rate
    :
    35.00
    .
  6. For Transaction, select
    Copy
    .
  7. For Apply, select
    Tags
     or
    Classes & Subclasses
    .
  8. For the Source Dataset, select the dataset to copy.
  9. For the Prior Period Dataset, select a dataset.
  10. Select the items to copy.
  11. Click
    Save
    .

Previous Year Return

Select
Administration
 >
Manage Datasets
 >
Datasets
 >
Add
.
Set up a dataset for the prior year return:
  1. Type the
    Dataset Name
    :
    2016 Return
    .
  2. Select the
    Type
    :
    PROV
    .
  3. Select the Fiscal Year: 2016.
  4. Select the
    Fiscal Period
    :
    FY
    .
  5. Type the
    Group Tax Rate
    :
    35.00
    .
  6. For Transaction, select
    Copy
    .
  7. For Apply, select
    Tags
     or
    Classes & Subclasses
    .
  8. For the Source Dataset, select the dataset to copy.
  9. For the Prior Period Dataset, select a dataset.
  10. Select the
    Copy Items
    .
  11. Click
    Save
    .

Current Provision

Select
Administration
 >
Manage Datasets
 >
Datasets
 >
Add
.
Set up a dataset for the current year provision:
  1. Type the
    Dataset Name
    :
    2017 Provision
    .
  2. Select the
    Type
    :
    PROV
    .
  3. Select the
    Fiscal Year
    :
    2017
    .
  4. Select the
    Fiscal Period
    :
    FY
    .
  5. Type the
    Group Tax Rate
    :
    35.00
    .
  6. For Transaction, select
    Rollover
    .
  7. For Apply, select
    Tags
     or
    Classes & Subclasses
    .
  8. For the Source Dataset, select the dataset to copy.
  9. For the Prior Period Dataset, select a dataset.
  10. Select the items to
    Include From Source Dataset
    .
  11. Click
    Yes
     for the message "Do you wish to refresh the report data?"
  12. Click
    Save
    .

This article applies to:

  • Product: ONESOURCE Tax Provision