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Data Review

On the
Data Review
 screen, you can review estimated payment calculations for a selected jurisdiction from top to bottom and see the status of any processing calculations. This screen is read only except for the
Payment Override
 item. You can also print, export, copy all the information or specific data.

Open Data Review

  1. Go to
    Data Review
    .
  2. Select the
    Year
    .
  3. Select
    Federal
     or
    State
    .
  4. Select the
    Filing Group
     or
    None Selected
    .
    None Selected
     shows all entities across all filing groups for the year. Jurisdictions that are combined or consolidated filing method types, review items, will not display values that are only calculated at the group level. For example, Tax Rate %.)
  5. Select from the following to display the data you want to see:
    • Rows
       - Entry Items, Entities, Jurisdictions, or Time Periods
    • Columns
       - Entities, Jurisdictions, Time Periods, Entry Items
    • Column Filter
       (
      All
       is selected by default. Use the filter to change what displays.)
    • Select
      Dynamic filter 1
       based on row and column selections.
    • Select
      Dynamic filter 2
       based on row and column selections.
  6. Select
    Load
     to open the
    State Data Review
     screen.
  7. You can review data from top to bottom. The amount calculated for Cushion and Rounding is a result of the settings in the
    Setup
     area.
    note
    The Data Review screen has a
    • Data Source
       column which tells you where the data originates. The data source is identified based on the data source selected in the federal and state setup area for each review item.
    • When a filing group has a filing method of consolidated or combined, the Data Review screen displays a
      Consolidation
       column with the total amount from each entity. This column calculates the final payment data instead of each entity's data.
    • There's also a
      Calculation Status
       column which tells you the status of any processing calculations. As the items are processed, the view clears the item from the list. Select
      Refresh
       to see the updated status more often.
  8. The
    Review Items
     column shows the items which relate to the Safe Harbor rules. These rules are calculated based on the tax law settings for each jurisdiction. If you don't want to apply Safe Harbor rules, use the
    Tax Law Control Panel
     to change the default percentage for each jurisdiction.
  9. The
    Amount to Pay
     review item is calculated in each filing group for each jurisdiction. To override this, enter the payment in
    Payment Override
    .
Data Review if you have multi-tier consolidations:
  • Displays divisions and divisional consolidation entities together for divisional consolidation.
  • A different column header color for divisional consolidations and divisions is now provided that helps make it easier to review these filing entities.
  • Review division data that's rolled up to its divisional consolidation.

This article applies to:

  • Product: ONESOURCE Estimated Payments