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Search Income Tax (ONESOURCE) Help and Support.

This article applies to:

  • Product: ONESOURCE Income Tax
  • Return type: 1120 Corporation
  • Subject: insurance

NAIC Annual Statement line mapping chart

You can use the mapping chart to assign accounts for a federal chart of accounts to the lines of the NAIC Annual Statement. The mapping charts are year specific for a particular federal chart of accounts for either 1120L or 1120PC. The 1120L return type displays
Life
 and
Separate Accounts
 NAIC types; the 1120PC return type displays
Property/Casualty
,
Health
, and
Title
 NAIC types.
Follow these steps to create an insurance line mapping chart:
  1. In the
    Home
     window, select
    Charts
    Federal
    NAIC Annual Statement
    .
  2. On the
    NAIC Annual Statement Line Mapping
     screen, select the
    Year
     from the dropdown list.
  3. Select the
    Tax Return/NAIC Type
     from the dropdown list:
    • 1120L - Life (default)
    • 1120L - Separate Accounts
    • 1120PC - Property/Casualty
    • 1120PC - Health
    • 1120PC - Title
  4. Select the
    Chart of Accounts
     from the dropdown list. The unmapped federal accounts display in one pane, and the NAIC Annual Statement lines and mapped accounts display in the other pane.
  5. In the
    Accounts
     dropdown list, you can choose to view
    All Accounts
    ,
    Balance Sheet
    , or
    Income Statement
     accounts. Only accounts that are valid for the tax return type will be displayed.
  6. Enter an account number or description in the
    Search
     field and the system will search and display all the instances of the search item in the Assigned pane. If the search item is not found, you will get a message that says
    No matches found
    .
  7. Select the
    Federal Account
     you want to map the account to the
    NAIC Annual Statement Lines
     pane.
  8. Select
    Add
     to map an account, or
    Remove
     to remove the mapping.
  9. Select
    Export
     to export a file to use as a template that you can then modify and import.
  10. Select
    Import
     to import a data file. The 2 fields in the template include:
    • NAIC Map Code
    • Account Number

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