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.