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Search New Tax Provision (ONESOURCE) Support Help and Support.

This article applies to:

  • Product: ONESOURCE New Tax Provision

Class Groups

In
Class Groups
, you can create a group with specified classes. For example, you can create a group to include only the Effective Tax Rate classes to filter out Return To Provision classes. Class Groups appear in the Dataset Administration list if you select
Classes & Subclasses
 when creating Datasets.
Options
Steps
To create Class Groups:
  1. Select
    My Datasets
     and then
    More
    .
  2. Select
    Class Groups
    , and select the
    Plus Sign
     to add a Class Group.
  3. Type the
    Name
     for the New Class Group.
  4. Select
    OK
    .
Assign Classes
Available Classes are assigned to the Class Groups. You can select one class or multiple classes and then assign to a class group.
  1. In Available Classes, select a
    Class
     and then click the arrow to assign the class. The Class then appears in the Assigned Classes list.
  2. To add multiple classes to a class group, press the Ctrl key and then select the classes to assign.
  3. Select the arrow to assign the classes.
  4. Select
    Save
Un-Assign Classes
Classes are assigned to the Class Groups. You can select one class or multiple classes and then un-assign from a class group.
  1. In Assigned Classes, select a
    Class
    and then click the arrow to un-assign the class. The Class appears in the Available Classes list.
  2. To un-assign multiple classes from a class group, press the Ctrl key and then select the classes to un-assign.
  3. Select the arrow to un-assign the classes.
  4. Select
    Save
    .