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Functionality

Flow-Through Classes & Subclasses

When using Flow-Through Profiles to transfer data from one unit to another, you must assign Flow-Through Classes & Subclasses to User Roles, Class datasets, and Component Types. To review or update the class & subclass assignments select
Administration
 >
Manage Data Options
 >
Classes & Subclasses
 >
Flow-Through
 >
FT- Flow-Through
 >
User Roles, Datasets
, and
Component Types
.
  • Use the default class,
    FT - Flow Through
    ,
    FTP - Flow Through Posting
    , or
    FTE - Flow Through Clearing
    , if desired.
Default Flow-Through Class
  • Create and use user-defined Flow Through classes & subclasses, if desired.
note
  • You select the Class & Subclass functionality for new datasets when adding them to the system.
  • You assign a Class & Subclass to a component (tax adjustment) in Data Entry. Assigning the class/subclass combination makes the tax adjustment entry unique.
  • The system applies a default class during the Flow-Through data transfer using the source & target unit selections.

This article applies to:

  • PRODUCT: ONESOURCE Tax Provision