About TAS consolidate
The
Consolidate
screen's used to process consolidations and run all underlying consolidations and computes from the Top Consolidation binder. This feature gives you the ability to:
- Consolidate federal, State A&A, State TI and Organizer simultaneously.
- Process consolidations and underlying members.
- Member binders from the binder's properties are automatically listed on theConsolidatescreen and then transferred to theOrganizer,What to Consolidate.
When you update the member binders in the binder's properties, then a list of all member binders including lower-level consolidations and their members appear on the
Consolidate
screen.Best practices
In
Batch Process
for a Binder Group
, with all rolled over 1120 member binders in Enterprise Control Panel
under Federal
in TAS
, line Mark Federal TAS Detail to transfer to Organizer
, mark the Yes / On
checkbox and select Submit
. Repeat for each member Return Type
.Use the Enterprise Control Panel to select options that apply to each of the consolidated binders before processing them, such as:
- Detail Print Options- Use this area to select the Cross-tie or stacked print option and any other consolidated print option for each consolidated return .
- States to Consolidate/Combine- Use this area to select the states in the Organizer that will file combined or consolidated returns.
- State Combined Options- Use this area to select combined options by state that need to be selected. For example, the Kansas combined income filing method.
- What to Consolidate- Use this area to select Federal, State A&A, State TI, and Organizer as the data that needs to be consolidated for each consolidation binder. For example, set these options in Divisional or Sub consolidations before processing the Top Consolidation.
