DM 30a Admin – 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 202.

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

See KB article: "Data Integration"

Dashboard DM 30a Admin – 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.
• If the “All Entities” check box is selected, then all the (filer) entities in the combo box, all the local JDs and all the UD7 members associated to each entity will be copied or cleared. It does not matter what is in the POV; the check box supersedes the POV. We refer to this as a “bulk” copy or clear.
• If the “All Entities” check box is not selected, then only the POV selected in the combo boxes will be copied or cleared.
• The bottom section of the toolbar will update with a “timestamp” with the last time a “bulk” copy or clear was executed. The timestamp will not be updated if the “All Entities” check box is not selected.
• 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, 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.