Tax Provision Unit Summary

The
Unit Summary
report for Provision and Interim datasets creates an overview of key data for the units in the dataset, filing group, or sub-consolidation. You can view supporting detail calculations in separate reports.

Provision Items

  • Total Tax Provision
  • Effective Tax Rate

Report Views

Defaults to a unit-by-unit view.

Line by Line

There is a line for each unit in the sub-consolidation/consolidation.

Column by Column

  • Pre-Tax Book Income: Data Entry > PTBI in a Provision dataset. Data Entry > PTBI in an Interim dataset.
  • Federal Taxable Income (Post NOL): Tax Provision Report - Federal Taxable Income (Post-NOL) line in a Provision dataset. Interim Provision Report - Pre-Tax Book Income plus Discretes pre Rate lines in an Interim dataset.
  • Total Tax Provision: Tax Provision Report - Total Tax Provision line in a Provision dataset. Interim Provision Report - Total Tax Provision line in an Interim dataset.
  • Effective Tax Rate: Tax Provision Report - Effective Tax Rate line in a Provision dataset. Interim Provision Report - Effective Tax Rate line in an Interim dataset.