Content transition guide

Procedures

The content transition requires you to transition your content. Follow these steps for each dataset and calculation to be transitioned to the NextGen content.
Procedures to be completed per dataset:
  1. Roll forward the dataset from the prior period to current period.
  2. Convert the map from Classic content to NextGen content in Excel.
  3. Add new NextGen map in OCT.
    Procedures to be completed for each calculation in the dataset:
  4. Insert Balance Sheet workpapers as required into NextGen calculation. This is because not all Balance Sheet workpapers from Classic calculation will be automatically inserted upon roll forward.
  5. Verify and adjust opening balances & rolled forward data in the NextGen calculation.

This article applies to:

  • Product: ONESOURCE Corporate Tax
  • Subject: Conversions