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Search Tax Provision (ONESOURCE) Support Help and Support.

This article applies to:

  • Product: ONESOURCE Tax Provision

General

If you have a dataset set up to use classes, you can set up a Flow-Through Profile.
To create a Flow-Through Profile:
  1. Select
    My Datasets
     and then
    More
    .
  2. Select
    Flow-Through Profiles
    . If you don't have access to Flow-Through Profiles, you may not have a valid license.
  3. Select the plus sign to add a profile and then type the Name in Add Flow-Through Profile. You need to create a unique flow-through profile.
To configure a new Flow-Through Profile:
  1. In the
    General
     tab, type the
    Profile Description
     to add options to the profile.
  2. For
    Data Movement
    :
    Options
    transfer data
    Select
    Gross Balances
     to transfer the following balances:
    PTBI
    Permanent Differences
    Temporary Differences
    After Tax Adjustments
    Tax Adjustments
    Select
    Net Adjustments
     to transfer calculated value:
    Current Provision
    Deferred Provision
    Equity Adjustments
  1. For
    Jurisdictions
    :
    Options
    transfer data
    Select
    Federal
    To transfer the Federal balances.
    Select
    State
    To transfer the State only modifications. This option is not available if you select Gross Balances.
    N/A
    note
    If
    Gross Balances
     is selected, only the Federal data will transfer. The State only modifications will not transfer. Currently, Gross Balances for states are not transferred because the Source units may have different states than the Target units. Also, partnerships have different tax laws to consider for states than federal. You can transfer the federal data to the states. Data that transfers to the states include State NOL's, State Credits, and State Bonus Depreciation.
    If
    Net Adjustments
     is selected, federal and state data will transfer. You can select a State to receive the data.
  2. For
    Source Class(es)
     select classes from a source unit to transfer out.
    Options
    Select
    All.
    To select all classes from a source unit. This option includes all new classes created after the Flow-Through Profile is assigned.
    Select
    Selected
    To select the
    Source Class(es)
     individually.
    1. Select
      SELECT ALL
       to select all the Source Classes.
    2. Select
      UNSELECT ALL
       to remove all the selected Source Classes.
    3. Select
      FLIP
       to remove the selected Source Classes and add the unselected Source Classes.
    4. Select the
      Target Class
       to post transferred records data at the target unit.
    5. Select the
      Elimination Class
       to post elimination entries at the source unit.
    6. Select
      Elimination Type
       from one of the three options.
    • Select
      Details
       for the detailed elimination balances for the Source Unit.
    • Select
      Summary by Source
       for the summary using system component code for the elimination entry at the source unit.
    • Select
      Summary by Target
       for the summary using mapped target component code for the elimination entry at the source unit.
    N/A
    note
    You can select the same class for Target Class and Elimination Class on Source.
    The sub-class is defined automatically for Target Unit with the Source Unit code and description.