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Administration

Add new (empty) datasets

An empty dataset creates a new dataset to enter new information that is not already in the application.
To add an empty dataset:
  1. In Administration, select
    Manage Datasets > Datasets
    .
  2. Select
    Add
     to add a dataset.
    The Add New Dataset wizard appears.
  3. Type a
    Name
    .
    1. The Dataset Name is user-defined and can be any combination of alpha-numeric characters, including spaces, up to 60 characters.
    2. You can edit the Dataset Name.
    3. The dataset name appears in My Datasets, Review & Edit and report headers.
  4. Select the dataset Type:
    PROV
    .
    1. PROV
       - Provision Dataset: Create Provision datasets to calculate the tax provision.
  5. Select a
    Fiscal Year
     from the list. By default, the current year appears in the Fiscal Year field. You can type a year or select a year from the drop-down list.
  6. Select a
    Fiscal Period
    . For example, you can select FY - FY: full year. The Fiscal Period defines whether the data in a dataset represents a month, several months, a quarter, or a year. You can type a year or select a year from the drop-down list.
  7. Select a Group Rate Unit (optional). The Group Rate Unit automatically activates and is added to the new Dataset.
  8. Type a
    Group Rate %
    . The Effective Tax Rate report uses the group rate as the statutory rate to which the provision reconciles.
    note
    If a Group Rate Unit is selected, the Group Rate % automatically populates with the corresponding current tax rate of the Group Rate Unit country.
  9. If required by your administrator, enter a Case #. This is an optional field primarily for exporting data to compliance software.
  10. Select
    Empty
     for the dataset Transaction.
  11. Select
    Yes
    , if the dataset is a Read Only dataset. Otherwise, the default is
    No
     and you can enter information into the dataset.
  12. Select
    Done
    .

This article applies to:

  • PRODUCT: ONESOURCE New Tax Provision