Dimension - UD7 - Group Filing

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 100.

See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" 

See KB article: "Dimension Member Names - Renaming and Deleting"

See KB article: "Dimension Text Fields - Summary"

UD7 Group Filing

XFW_TXP_UD7 is the Tax Provision Blueprint UD7 – Total – Group Filing Entities Dimension that contains a set of country specific entities used for reporting. The original members should be modified to reflect the app specific entities. The base level UD7 members and the country level UD7 parents MUST be exactly the same as the base level and parent country level Entity members - No exceptions.

Only countries that are doing group filing require a country hierarchy in this dimension. If no Group Filing is being used, then only the top parent member (TXP_TopTax) and the three children members (TXP_GFEntities, None and TXP_Sch60a) is the minimum required. Business rules have been written with this minimum in mind.

UD7 Group Filing Entity Notes:

• No Text Properties in use.
• Aggregation weights are used on the None member.
• No Member Formulas are used.
• Base level and the country parent level UD7 members must be the same as the base level and parent level entity members. Some WF Text 2 position 2 references the country parent entity which is also used as the UD7 parent on some schedules (i.e., Schedule 02, 05 / 05 FC, 06a / 06a FC, 06b / 06b FC, 06c & 06d).
  • See BR Dashboard XFBR String: TXP_ParamHelper
  • Function: “UD7Sch2RTP”, “UD7Sch5” or “UD7Sch6”.
  • All parent members must have the word Total in the description. This will help in the formatting of Cube Views.
  • The None member must be included in each country hierarchy with an aggregation weight of 0.00.
  • The “TXP_Rev_Nat_GF_Copy” member is only required for National group filing and is a calculated member through the business rule “TXP_Copy_Data”. It is used to keep the data in balance as we copy National data for the Filer entity to the UD7 filer entity member.

 

Note: UD7 member TXP_Sch60a is setup as a DynamicCalc formula type and is used specifically for cube view formatting.

 

 

 

TXP_Sch60a - Required for formatting in Cube Views.

 

 

Cube Views that use the UD7 member TXP_Sch60a are:

• 60a_TaxableIncome_Consol_TXP