Datasets

You can add Empty datasets, or Copy, Rollover, and Combine datasets. You can also Import and Export datasets from this page. Datasets represent a set of tax information for a specific period of time.
  • Points to keep in mind:
  • An empty dataset creates a new dataset to enter new information that is not already in the application.
  • A copied dataset creates a new dataset with information already in the application.
  • A rolled over dataset creates a new dataset and includes the beginning deferred balances.
    note
    Administrators have the option to roll over a provision dataset to an interim dataset as long as the interim rate basis is set to unit by unit.
  • Multiple datasets are combined using the Reporting Dataset or Combined Datasets feature. This functionality combines two or more datasets, and associated components. The combined dataset will not reflect which dataset from which a component originated.
    note
    Administrators can change a dataset from a read-only dataset to a read-write dataset if the case number is deleted or if a new case number is added.
  • You can review data in Read-Only datasets; you cannot edit the data.