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Set up filing group tasks

Add jurisdictions

  1. In the
    Filing Group
     screen, select the appropriate filing group.
  2. Go to
    Jurisdictions
    .
  3. Select
    Add
     next to the jurisdiction you wish to add.
  4. Select
    Assign Tax Law
    , to select the intended tax law filing method.
  5. Select
    Next
     and then
    Finish
    .

Add  entities

  1. On the
    Filing Group
     screen, select the appropriate filing group.
  2. Go to
    Entities
    .
  3. To exclude an entity from the selected filing group, de-select the entity.
  4. Before selecting
    OK
    , scroll to the right to see the default tax law assigned for each entity. If you have created a custom tax law in the Tax Law panel, you can make an assignment to entities in the
    Entities
     screen.
  5. Select
    New
     to create new entities that don't already exist in the system.
  6. Select
    OK
    .

Edit the consolidation entity assignment

  1. In the
    Filing Group
     screen, select the appropriate filing group.
  2. Go to
    Entities
    .
  3. Select
    Edit
    .
  4. Select
    Consolidation Entity
     or
    New
     to create a new one. (If creating a new one, be sure the entity type is set to Top Consolidation).
  5. Select
    OK
    .

Assign "like-kind" tax laws to entities

  1. In the
    Filing Group
     screen, select the appropriate filing group.
  2. Go to
    Entities
    .
  3. Select the entity you wish to edit.
  4. Select the appropriate tax law name.
  5. Select
    OK
    .

This article applies to:

  • PRODUCT: ONESOURCE Estimated Payments