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Reconciliation tools for State TI
Total modifications on the tax return and total modification in the Taxable Income (TI) Data Entry Workpaper should be the same. These review tools can help you reconcile differences and understand the flow of data to the return.
If the total modification numbers are different, there are 4 reasons why:
- Override amounts- You may have overridden amounts entered in the Taxable Income Data Entry Workpaper in Organizer.noteYou can turn off the option to update Organizer with State TI TAS to keep overrides during compute.
- Automatic calculations- You can choose not to enter a modification for any given modification, but chose to use the automatic calculation in the system.
- Invalid subcategory codes- You may have entered amounts into Organizer without using a valid subcategory code.
- Override amounts on the tax return- You may have overridden amounts directly on the tax forms.
These system features available to help with reconciliation:
- The system compares the amount entered in the data entry fields and the amount pulled back for each subcategory. If the amount pulled back is different from the amount entered, the system displays a visual indicator to alert you to the fact that the number in the return isn't the number that was entered in the TI data entry. This enables you to see differences caused by State TI data entry (Multi-state and Single-state).
- There's a system-defined subcategory for each category which includes the word “Auto.” Data entry isn't allowed for this subcategory. The results of any modification made as a result of automatic calculations in the system are displayed here. This information comes from the system, and enables you to see differences caused by the second reason above (Multi-state only).
- There are system defined other adjustments for each total additions, total subtractions, and total apportioned income adjustments. The total additions per the return are compared with the sum of the subcategories (including the TaxAuto). Any difference is reflected in the Organizer/override system-defined category on the Single-State Review workpaper. Total Subtractions and Total Apportioned Income Adjustments also work in the same manner.
- State credits don't display individually - only in total for each state (Multi-state).
This article applies to:
- PRODUCT: ONESOURCE Income Tax