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Review & Edit Reference

You can access the Review & Edit
page from the Tax Provision menu. Here you can review, compare, and edit your data on a UNIT
or SUB-CONSOLIDATION
basis.

1	Use the back button to go to the previous page.
2	Use the primary filters to choose a dataset for BASE DATASET and COMPARING DATASET . Select the compare button to turn the data comparison on and off. The BASE DATASET list is populated with datasets that reside in your My Review List. By default, the system populates the BASE DATASET with the first dataset in the Review List. To review another dataset, you select that dataset in the BASE DATASET drop-down list. The data on the page can be changed by selecting a different BASE DATASET , COMPARING DATASET , LEAD SHEET , or DATA ENTRY . The orange underline indicates the type of data that you see in the grid.
3	Use the LEAD SHEET filter to select Provision , Deferred or Payable and review your data.
4	Use the DATA ENTRY filter to select a component and then enter or review your data, for example, Permanent Differences Tax Basis and Temporary Differences Tax Basis .
5	Use these options to Refresh , Export , and Print your data. note The Refresh button is permission based. The button is available for clients who have one of the following roles: Administrator, Read/Write, or custom.
6	Select a tab to find all active units for UNITS or SUB -CONSOLIDATIONS in your BASE DATASET and COMPARING DATASET (if you select a comparing dataset). All active units appear in the grid.
7	Use the grid to review your data and select hyperlinks to see the detail for that amount.
8	Use the Grid Options to change how the data appears in the grid.
9	Use the row number to determine if data in the grid needs to be refreshed. If the row number is highlighted in orange, the data has changed and needs to be refreshed.

This article applies to:

PRODUCT: ONESOURCE Tax Provision