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Review and edit

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.
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