DM 20a – Provision Data: National (Group Filing: Yes or No) to Local (No GF)

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 195.

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

See KB article: "Data Integration"

Dashboard DM 20a – Provision Data: National (Group Filing: Yes or No) to Local (No GF)

• Select a WF entity and a Local Jurisdiction that you want the National Provision data to be copied into.
• This schedule can only copy or clear one POV at a time.
• The bottom section of the toolbar may have a “timestamp” with the last time a “bulk” copy or clear was executed. This can only be done via Sch DM20aAdmin.
• After a copy is completed, a 1 is entered to account TXP_Data_Copy_20a.
• A Cube View is supplied in the dashboard to show the user which Local Jurisdictions have copied data.
• There are three rows to help explain the variance for data that has been entered in local only permanent or temporary difference accounts.

• We have created a flow member called “TXP_ConfirmBal_001” that holds the copied flow members. This parent member is strictly used to expand or collapse a row in the CV. The aggregated value is meaningless but shows you where there is data.