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Set up Tax Law Control Panel

In the Tax Law setup area, you can review and change tax law settings that the system uses for estimated payment calculations. The Tax Law Control Panel has default tax law settings according to the most up-to-date tax laws for each jurisdiction.
The Tax Law Control Panel also allows you to create an unlimited number of custom tax laws for a jurisdiction. You can delete the custom tax law(s) at any time if they aren't assigned to a filing group. However, you can't delete a system default tax law. If you change or override the default tax law setting for a jurisdiction, you'll see a red glyph next to that item. You can reset the setting to the default at any time.
note
When creating a custom tax law, the system selects a default filing method for each jurisdiction. You can change this, however, be aware that some filing methods may not be applicable.

Review and change Tax Law Control Panel settings

  1. Go to
    Setup
     and select
    Tax Law Control Panel
    .
  2. Select the
    Year
    .
  3. To change a tax law, locate the tax law item and double-click in the cell to change the data.
  4. Select
    Save
    . A red glyph appears in the cell to identify that the default setting has changed.
    note
    The system updates the
    Data Review
     screen when there are changes to tax law items.
  5. To reset a tax law item to the default setting, right-click on the field and select
    Clear Override
    .
  6. Hover the cursor over overridden law items to view the default.
  7. To add a custom tax law, select
    Add
    . A separate window opens where you can select a jurisdiction and enter a name. The tax law name must be unique.
  8. To delete a custom tax law, make sure it isn't assigned to any filing groups. Select the tax law name and then
    Delete
    .

Default filing method for each jurisdiction

Default filing method
Jurisdiction
Default filing method
Arizona, Colorado, Hawaii, Maine, Michigan, New Hampshire, New Mexico, Texas, Utah, Vermont, Wisconsin
Combined
Federal (Fed), Iowa, Kentucky
Consolidated
Alaska, California, Idaho, Illinois, Minnesota, Montana, Nebraska, New York, West Virginia
Combined (entity over group apportionment)
Kansas, North Dakota, Oregon
Consolidated (entity over group apportionment)
Connecticut
Combined (separate entity taxable income)
Arkansas, Oklahoma, Rhode Island, South Carolina
Consolidated (separate entity taxable income)
Alabama, Delaware, District of Columbia, Florida, Georgia, Indiana, Louisiana, Maryland, Mississippi, Missouri, New Jersey, North Carolina, Ohio, Pennsylvania, Tennessee
Separate
Virginia
Consolidated (separate entity tax summation)
Massachusetts
Combined (entity over group & separate entity tax)

This article applies to:

  • PRODUCT: ONESOURCE Estimated Payments
  • State: All states,Colorado,Georgia,Connecticut,Delaware,District of Columbia,Florida,Hawaii,Idaho,Illinois,Indiana,Iowa,Kansas,Kentucky,Louisiana,Maine,Maryland,Massachusetts,Montana,Michigan,Minnesota,Mississippi,Missouri,New York,North Carolina,Nebraska,New Jersey,Oregon,Alabama,Alaska,Arizona,Arkansas,California,New Mexico,North Dakota,Ohio,Pennsylvania,Oklahoma,South Carolina,Tennessee,Utah,Texas,Vermont,Wisconsin,Rhode Island
  • Subject: Setup