Set up state modifications adjustments

Use the
Copy
and
Paste
commands to copy data from an Excel spreadsheet and paste the information on the screen.
Use the
Manage Modifications
command to create additional state modification and adjustment detail items as needed and to map Income Tax or Tax Provision items to system or user-created descriptions in the system. You must assign these user-created items a tax law percentage.

Enter percentages

Go to
Setup
,
State
, and then
Modifications & Adjustments
.
Select a
Year
.
Select
Manage Modifications
.
You can add, edit, delete, or map modifications and adjustment descriptions from Income Tax or Tax Provision products on this screen.
To map modification descriptions from Income Tax and Tax Provisions, to a system defined or user-created description, select a
Source Description
item and then select the
System
or
User Description
.
Select
Add
to move the Source Description to the related System or User Description.
To add a new description, select the modification category type and then select
New
.
Use the description filter to quickly find and map source descriptions to system or user descriptions. Enter the name of an item you want to map and then map the item. Once you have completed the mapping, select
OK
.
After adding user created descriptions and mapping source descriptions, enter the applicable percentage for each modification or adjustment by double-clicking on the field.
To indicate the same percentage for all jurisdictions in a row, select the field.
Select
Copy Across
.
If you change a percentage from the default percentage, the system shows a red override indicator. Hover the mouse over the percentage to see the default value.
Select
Show Order Column
to display an additional column, Order. This allows you to define the order for each of these items to appear throughout the system. By default, the order is system-defined for each type.
Select
Save.