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Data Source Analysis
Open the Data Source Analysis screen
- Go toData Source Analysis.
- Select theYear.
- Choose the remaining items (FederalorState,Filing Group,Actual (YTD)orForecast,Entity,Jurisdiction,Time Period) to display the data you'd like to see.
- SelectLoadto open the Data Source Analysis screen. The Data Source Analysis screen shows Entry Items in rows with Data Sources as columns. Data source amounts appear for applicable data sources.
Menu item | Description |
Income Tax - Prior Year | Pulls data from prior year tax return when working with the estimates. |
Income Tax - Current Year | Pulls data from the current year tax return when working with estimates. |
Prior Quarter | Pulls data from Estimated Payments prior quarter calculations |
Entry | Pulls data from the Data Entry screens in Estimated Payments. |
Tax Provision | Pulls data from ONESOURCE Tax Provision (if licensed) |
State Apportionment | Pulls data from ONESOURCE State Apportionment (if licensed) |
Calculated in Federal Review | Pulls data from the federal portion of Estimated Payments. |
Selected Data Source | Displays the amount from the other columns based on the selections you make in the Data Sources Setup area. |
Override | Gives you the option to override any amount in the Selected Data Source column. Enter an amount "0" to override the selected data source value. |
Final | Displays the amounts the system uses in the federal or state estimated payment calculations. |
This article applies to:
- Product: ONESOURCE Estimated Payments