DM 30a – Provision Data: National (Group Filing: Yes or No) by Local (Group Filing)

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 203.

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

See KB article: "Data Integration"

Dashboard DM 30a – Provision Data: National (Group Filing: Yes or No) by Local (Group Filing)

• Select a WF entity, a Local Jurisdiction, and a Group Filer entity (UD7) that you want the Local 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 DM30aAdmin.
• After a copy is completed, a 1 is entered to account TXP_Data_Copy_30a.
• A Cube View is supplied in the dashboard to show the user which Entity and National Jurisdiction has been copied to which Entity, Local Jurisdiction and Group Filer entity (UD7).
• The last three columns 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.