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Functionality

Interim Functionality

Use an Interim Datasets to enter your interim data. To add interim datasets to the system select
Administration
 >
Manage Datasets
 >
Interim Datasets
.

Interim Rate Basis

Using the Interim Rate Basis option lets the system determine how to apply the computed Annualized Forecasted Tax Rate to the Actual Pre-Tax Book Income. The system posts the true-up to a unit designated for the true-up (with no other adjustments) to track the true-up amount in reports.
  • The
    Overall
     rate basis applies the consolidated forecasted rate to all units.
  • The
    Unit-by-Unit
     rate basis applies each unit's component of the overall forecasted rate to the unit and posts a true-up adjustment to the designated True-Up unit.

Read-Only Options

Using the Read-Only option locks the dataset. After selecting
Read-Only?
, you cannot enter data in the dataset.
  • Advancing a dataset to the next quarter sets the dataset to
    Read-Only?
    , the system sets the prior quarters to read-only for that dataset.

Import and Export of Data

  • Import/Export all quarters of forecast and actual data plus the Interim dataset configuration in
    Administration
     >
    Manage Datasets
     >
    Interim Datasets
    . Exporting from this page creates seven Excel files. The system requires all seven files to import data into the application.
  • Import/Export a single quarter of forecast or actual data.
    • Export quarterly data by selecting the Forecast or Actual dataset in My Datasets.
    • Import quarterly data by selecting the Forecast or Actual dataset in My Datasets.
Interim Dataset Options

This article applies to:

  • Product: ONESOURCE Tax Provision