Data Entry Components
Within the Review & Edit Reference page, the list of components available in
DATA ENTRY
depends on the BASE DATASET
dataset type. The list also depends on which components your administrator assigned to you using system's permissions. You may see all or a specific list of components. You can enter data for Jurisdictions
(Federal, State, Province, All Other, and City), by selecting a component from the DATA ENTRY
list.note
Use Manage States to create user-defined jurisdictions (state, province, all other, and city) in the system.
The following table shows the
DATA ENTRY
list, the respective Dataset Types, and the worksheets for the templates. Select the DATA ENTRY
links for additional information about that component.Data Entry List | Dataset Type | Data Entry Worksheet Name |
|---|---|---|
State After App Temp Diffs | Provision, Interim Actual, Interim Forecast, Estimated Payment | State: #SAATD# St AfterApp TD-Tax Bas |
After Tax Temporary Differences - Tax Basis | Provision, Interim Actual, Interim Forecast, Estimated Payment | Federal: #UATTD# U AfterTx TDs-Tax Basis State: #SATTD# St AfterTax TD-Tax Bas |
After Tax Temporary Differences - Book/Tax Basis | Provision, Estimated Payment | Federal: #UATTDAM# U AfterTxTD-Bk Tx Bas |
APIC Pool Amounts This feature requires an additional license and activating the APIC Pool parameter in Manage Configurations. | Provision, Interim Actual, Interim Forecast, Estimated Payment | Federal: #UAPIC# APIC Pool Amounts |
Forecast PTBI | Interim Forecast | Federal: #FORU# Forecast Unit |
Flow-Through Factors This feature requires an additional license and activating the Flow-Through Factor parameter in Manage Configurations. | Provision, Estimated Payment | N/A |
Intercompany Transaction | Provision, Interim Actual, Interim Forecast, Estimated Payment | Federal: #ICOTXNS# Inter Co Txns |
NOL Temporary Differences - Tax Basis | Provision, Interim Actual | Federal: #UNOLTD# Unit NOL TDs-Tax Basis |
Payable Entry | Provision, Interim Actual, Interim Forecast, Estimated Payment | Federal: #FL# Fed Liability Txns State: #SL# State Liability Txns |
Permanent Differences - Tax Basis | Provision, Estimated Payment | Federal: #UPD# and #SPD# Unit Perm Diffs State: #SPM# State Perm Mods |
Permanent Differences - Book/Tax Basis | Provision, Interim Actual, Estimated Payment, Reporting Dataset | Federal: #UPDAM# Unit Perm Diff Amort |
Pre-Tax Book Income | Provision, Interim Actual, Interim Forecast, Estimated Payment | Federal: #PTBI# PTBI |
Tax Adjustments | Provision, Interim Actual, Interim Forecast, Estimated Payment | Federal: #UTA# Unit Tax Adjs State: #STA# State Tax Adjs |
Temporary Differences - Tax Basis | Provision, Estimated Payment | Federal: #UTD# Unit Temp Diffs-Tax Basis State: #STD# St TD-Tax Basis |
Temporary Differences / Book-Tax Basis | Provision, Interim Actual, Estimated Payment | Federal: #UTDAM# U Temp Diff-Bk Tx Basis State: |
Trial Balance / Tax Basis | Provision, Estimated Payment | Federal: #UTBBS# Unit Tax Basis BalSheet |