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Classes-subclasses

You can add multiple classes and subclasses to the system. A Default class and subclass are available in the application. A subclass can be a description. The combination of the class and subclass makes the tax adjustment entry unique.
There are four types of Classes:
  • Data Entry
  • System

Lock Selected Class

Select the
Lock Selected Class
 to prevent a user from deleting, changing the name, or removing assignments. A lock icon appears next to the class.

Default

Select
Default
 to select the default class and subclass.

Horizontal & Vertical View

Select
Horizontal
 or
Vertical
 to change the view from Horizontal to Vertical, if desired.

Expanded & Contracted View

When expanded, you can view the entire list of Classes and Subclasses.
  1. Select for a Class to view the Subclass.
  2. Select for the Subclass to view the Subclass Description.

DATA ENTRY

Data Entry classes and subclasses are User-Defined. These classes & subclasses are assigned to tax adjustments by an administrator. The system classes are assigned to user groups.

Default Class

DEF - Default

Default Subclass

Default - Default

SYSTEM

System classes and subclasses are created by the application. These Automation classes & subclasses are applied to certain tax adjustments. The system classes are assigned to user groups.

Default Subclasses

Auto - System Automation
  • AMT
     - AMT Automation
  • CTA
     - CTA
  • Default
     - Default
  • NOL
     - NOL Automation
  • PAYABLE
     - Payable Posting
  • PAYABLE
     - Payable Reclass
  • VA
     - VA Automation
RTP
 - Return to Provision
  • RTP - RTP
  • RTP_BSO - RTP Balance Sheet Only
  • RTP_DO - RTP Deferred Only
  • RTP_GAAP - RTP GAAP
  • RTP_STAT - RTP STAT
State App
 - ONESOURCE State Apportionment
  • Default - Default

New Classes & Subclasses

The class identifies each line entered in the originating source.
To add Classes & Subclasses:
  1. Select
    Administration
     and then
    Manage Data Options
    .
  2. Select
    Classes/Subclasses
     and then one of the classes. For example, click
    Data Entry
    .
  3. Select to add a New Class/Subclass and then type the New Class Code.
    note
    By default Display Name same as Code is selected.
  4. Select
    Display Name same as Code
     to remove the option.
  5. Type the
    Display Name
    .
  6. Select
    Sub-Tier
     of and then Class. For example, click
    Default, GL Automation
    , or
    Pre-Tax Book Income
    .
  7. Select
    OK
    .

Edit Classes and Subclasses

To edit a Classes & Subclasses:
  1. Select the
    Class/Subclass
     and then
    Edit
    .
  2. Select
    Edit Class/Subclass
    .
  3. Type the New Class Name.
  4. Select
    OK
    .

Delete Classes and Subclasses

To delete a Classes & Subclasses:
  1. Select the
    Class/Subclass
     and then click
    Delete
    . A message appears Are you sure you want to delete the selected item(s)?.
  2. Select Cancel to close without deleting the class/subclass.
  3. Select
    OK
     to delete.

This article applies to:

  • PRODUCT: ONESOURCE New Tax Provision