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Administration

Rollover datasets

A rolled over dataset creates a new dataset and includes the beginning deferred balances.
To Rollover a dataset:
  1. In Administration >
    Manage Datasets
     >
    Datasets
    .
  2. Click
    Add
     to add a dataset.
    The Add New Dataset wizard appears.
  3. Type a
    Name
    .
    • The Dataset Name is user-defined and can be any combination of alpha-numeric characters, including spaces, up to 60 characters.
    • You can edit the Dataset Name.
    • 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
    . 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. Type a
    Group Rate %
    . The Effective Tax Rate report uses the group rate as the statutory rate to which the provision reconciles.
  8. If required by your administrator, type the
    Case #
    .
  9. Select
    Rollover
     for the dataset transaction.
  10. Select a dataset in the
    Source Dataset
     drop-down list.
    1. Select the dataset that you want to copy or rollover.
  11. Select a dataset in the
    Prior Period Dataset
     drop-down list. This is the default dataset used for unit comparison for reporting. The selected value will be the default value for the comparison dataset in the Unit Comparison Report within Reporting.
  12. Select
    Yes
    , if the dataset is a
    Read Only
     dataset. Otherwise, the default is
    No
     and information can be entered into the dataset.
  13. Select
    Next
    . Step 2 of the wizard appears.
  14. Choose the components in the
    Include from Source Dataset
     screen that you want to include in the rolled over dataset. You can quickly include all components by choosing
    Select All Components
    .
    note
    The list of components include: Sub-Consolidations, Attachments, Workpapers, and Security Access.
  15. Select
    Done
    . A message appears asking if you want to refresh the report data.
  16. Select
    Yes
    .

This article applies to:

  • PRODUCT: ONESOURCE New Tax Provision