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Relate datasets

Set up a relationship between a Return dataset, Provision dataset and Current Provision dataset. This set up is required to Post the RTP.
  1. Select
    Administration > Manage Datasets > Datasets
    .
  2. In the Actions column, select the pencil icon to open the page to edit a Return dataset.
  3. Select
    Dataset Relations
    .
  4. The application assigns the
    RTP Return
     to the selected dataset by default.
  5. Select the
    RTP Provision
     dataset to calculate a difference between the Return and Provision dataset.
  6. Select the
    RTP Target
     dataset to calculate the true-up difference.
note
  • After you relate the Return, Provision and Current datasets, the Post Ret to Prov option appears in
    My Datasets > More > Post Ret-to Prov
    .
  • To post the Return-to-Provision calculation, select
    My Datasets > More > Post Ret-to Prov
    . If the Post Ret-To-Prov option does not appear in the list, be sure you have the Dataset Relations set up.

This article applies to:

  • PRODUCT: ONESOURCE New Tax Provision