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My Datasets

General Information

In the
GENERAL
 tab, you can review the
Unit Code
,
Unit Name
,
Unit Type
,
Country Name
, and
Country Symbol
 (you entered this information when adding the dataset to the system). Here, you can enter a
Description
, and select a
Primary Contact
,
Filing Unit
 for the unit.
  • Other options available include:
    Activate Transfer Tab
    ,
    Deactivate Unit from Target Dataset on Rollover
    , view the Closed Date, and enter Comments.
  1. To insert general information, enter a Description for the unit.
  1. Select a
    Primary Contact Name
     from the drop-down list.
  2. Select the
    Filing Unit
     from the drop-down list.
  3. Select
    Yes
     to Activate the
    TRANSFERS
     Tab.
    • A unit transfer is a transfer of a balance from one unit to another.
  4. Select
    Yes
     to Deactivate a Unit from the Target Dataset during Rollover.
    • When the option is selected, the unit is not activated during the rollover process if the deferred and payable balances equal zero.
    • The unit appears as an Inactive unit for the dataset.
  5. Select a
    DEACTIVATE UNIT
     to make the unit inactive.
    • You cannot deactivate a unit that is designated the parent of a filing unit.

This article applies to:

  • PRODUCT: ONESOURCE Tax Provision