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My Datasets

General Information

In the
GENERAL
 tab, you can review the
Unit Code
,
Unit Name
,
Unit Type
,
Country Name
, and
Country Symbol
 (you entered this information when adding the dataset to the system). Here, you can enter a
Description
, and select a
Primary Contact
,
Filing Unit
 for the unit.
  • Other options available include:
    Activate Transfer Tab
    ,
    Deactivate Unit from Target Dataset on Rollover
    , view the Closed Date, and enter Comments.
note
You can choose
Deactivate Unit upon Rollover
 during the rollover process. If each deferred and payable line in the unit equals zero, the unit will not roll over to the new dataset and no record is created.
  1. To insert general information, enter a Description for the unit.
    note
    You can enter a description at the dataset level. If you change the description in the Unit System Level or within the import template, this description remains unchanged. The maximum characters is 60, with special characters and numbers allowed.
  1. Select a
    Primary Contact Name
     from the drop-down list.
  2. Select the
    Filing Unit
     from the drop-down list.
    note
    The system considers the Filing Unit as the Parent unit and lets you group units. When you group units with a Parent unit, the system considers them as Child units. Currently, the application does not allow multiple tiered filing units. The system calculates all units within a Filing Unit as a single unit when applying the automated NOL, AMT, and netting of assets and liabilities.
  3. Select
    Yes
     to Activate the
    TRANSFERS
     Tab.
    • A unit transfer is a transfer of a balance from one unit to another.
  4. Select
    Yes
     to Deactivate a Unit from the Target Dataset during Rollover.
    • When the option is selected, the unit is not activated during the rollover process if the deferred and payable balances equal zero.
    • The unit appears as an Inactive unit for the dataset.
  5. Select a
    DEACTIVATE UNIT
     to make the unit inactive.
    • You cannot deactivate a unit that is designated the parent of a filing unit.

This article applies to:

  • PRODUCT: ONESOURCE Tax Provision