Data Review

Open Data Review

Go to
Data Review
.
Select the
Year
.
Select
Federal
or
State
.
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 %.)
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.
Select
Load
to open the
State Data Review
screen.
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.
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.
The
Amount to Pay
review item is calculated in each filing group for each jurisdiction. To override this, enter the payment in
Payment Override
.