DM 30b – Return Data: National (No Group Filing) by Local (Group Filing)

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 198.

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

See KB article: "Data Integration"

Dashboard DM 30b – Return Data: National (No Group Filing) by Local (Group Filing)

• Select a WF entity and a Local Jurisdiction that you want the National Return 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 DM30bAdmin.
• After a copy is completed, a 1 is entered to account TXP_Data_Copy_30b.
• 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).
• You must select the RTP Year that you want to process.
• The JD RTP year/month is pulled from Schedule 02 Set the Return Year.
• The RTP year drives the copy / clear business rules.
• The JD RTP period is for informational purposes only.
• As each Local Jurisdiction can have a different RTP year/month, the cube view only shows the current jurisdiction.
• The last three columns help explain the variance for data that has been entered in local only permanent or temporary difference accounts.