Form Template Groups & Profiles

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 32.

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

See KB article: "Form Templates"

Tax Provision Blueprint Forms

There are numerous Form Template Groups that come with Tax Provision Blueprint. They have been split into manageable groups to assist with creating the XFW Form Template Profiles. It includes forms for preparing and reviewing the schedules and to support the tax provision process. These should only be modified when needed for other design decisions or metadata maintenance. Careful consideration should be made when moving schedules between groups or adding new schedules into groups.

One of the XFW Form Template Profiles is assigned to each Workflow Profile in which it is desired to display those Forms and collect their inputs.

The assignment of Required, Optional or Not Used to a Form may be changed as per client specifications.