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Review and edit

Base Dataset Summary

In the Summary page, you can review your data on a Unit basis or a Sub-Consolidation basis.
  • Use the Effective Tax Rate and LEAD SHEET columns to review data, and access underlying detail for multiple datasets in one place.
  • Use the Data menu options to refresh, export, and print data in the grid.
  • Use the grid buttons and filters to determine the data to view in the grid for the Effective Tax Rate, Total Tax Provision (Benefit), Deferred Tax Asset (Liability), and (Payable) Receivable columns.
To review the summary data for your UNITS and SUB-CONSOLIDATIONS.
  1. Select a
    BASE DATASET
     to see all UNITS and SUB-CONSOLIDATIONS that are active for that dataset. UNIT and SUB-CONSOLIDATION tabs list the Codes and Names of your UNITS and SUB-CONSOLIDATIONS. The Datasets that appear in the BASE DATASET and COMPARING DATASET lists reside in  My Review List.
  2. Select to update data for UNITS with an orange highlight (in the first column) to see the most current data.
  3. Select a
    COMPARING DATASET
     to compare data with the BASE DATASET.
  4. Select to view data for Reporting or Local currency.
  5. Select a
    LEAD SHEET
     to review the Provision, Deferred or Payable Lead Sheet data.
  6. Select a
    DATA ENTRY
     component to review and edit data for all jurisdictions (Federal, State, Province, All Other, and City).
Review & Edit - Summary Page

This article applies to:

  • PRODUCT: ONESOURCE Tax Provision