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This article applies to:

  • Product: ONESOURCE New Tax Provision

Rollforward - Class Dataset

In
Temp Diffs - Tax Basis
 and
Temp Diffs - Book/Tax Basis
, you can enter data in the optional fields available within the
Rollforward
 tab.

Using Class Datasets

The Rollforward page uses the Dataset level Manage Deferred Rollforward page to set a default class and adjustment type when data is entered. Data entered in the Rollforward section is translated using the Deferred Entry Set-up default rules and posted in the Detail section with the appropriate "Posting Class" and "Posting Column."
  • Select
    Expand
     to view all columns on the Deferred Balances report (pre-tax). The column headers are those established in the Dataset level Manage Deferred Rollforwards screen.
  • Select
    Add
     or
    Edit
     to enter data.
  • Select
    Post to Ending Balance
     for a Code lets you edit the
    Ending Balance
     for book and tax.
Temp Diffs - Tax Basis - RollForward

Data Entry Fields

The
ROLLFORWARD
 grid includes the following columns.
The following list contains grid options and descriptions for a Class Dataset
ROLLFORWARD
 page.
Class Datasets
Description
Grid Options
Unit Code
The Codes is established by an Administrator for the Temporary Differences.
Unit Name
You can select the Temp Diff Code - Name.
Override Unit Rates
You can override the designated unit rates for a temporary difference.
Beginning Balance
Beginning balances are Read-Only.
Unassigned
Type the unassigned balance in the Tax column for the Deferred Rollforward column.
Ending Balance
Ending balances are Read-Only.