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Datasets

You can add Empty datasets, or Copy, Rollover, and Combine datasets. You can also Import and Export datasets from this page. Datasets represent a set of tax information for a specific period of time.
  • Points to keep in mind:
  • An empty dataset creates a new dataset to enter new information that is not already in the application.
  • A copied dataset creates a new dataset with information already in the application.
  • A rolled over dataset creates a new dataset and includes the beginning deferred balances.
  • Multiple datasets are combined using the Combined Datasets feature. This functionality combines two or more datasets, and associated components. The combined dataset will not reflect which dataset from which a component originated.
    note
    • Administrators can change a dataset from a read-only dataset to a read-write dataset if the case number is deleted or if a new case number is added.
    • You can review data in Read-Only datasets; you cannot edit the data.

This article applies to:

  • PRODUCT: ONESOURCE New Tax Provision