Troubleshooting - Schedule LP 02a Actual Local GF – Enter Definitions

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 414.

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

See KB article: "Troubleshooting the Schedules"

Schedule LP 02a Actual Local GF – Enter Definitions

This schedule is only used on “xxx_LocalGroupFiler” workflows and must be completed before you can enter tax rates for Local JD’s in schedule 01.

The first column in this CV is hidden and uses a dynamic UD8 member (TXP_LocalFiler) which populates a “1” on any rows that contain Annotations (cell text). This is required for the suppression to work because suppression only works on data and not on cell text.

Dashboard Name

• SchLP02a_Local Group Filings (TXP)

UD1 Jurisdiction (JD)

No jurisdictions are showing up in the drop-down box:

• Parameter used: UD1_JD_WFText3_P1_TXP
  • defined as: U1#XFBR(TXP_ParamHelper, GetWFText3, Position=1)
• WF Text 3 – needs to have the country level Local jurisdiction . Base (i.e. U1#TXP_US_Local.Base)

Entity

No entities are showing up in the rows of the CV:

• E#XFBR(TXP_ParamHelper, GetWFText2, position=1, Sort=Yes)

Local Filer Entity (Column 1)

No entities are showing up in the drop-down list:

• The account used in this column is “TXP_LocalFiler”.
• Only entities that have a Text 7 that contain “LocalFiler=Yes” with display in the list.

• The Cell Type is defined as a “Combo Box”.

Tax Rates Used (Column 2)

Only when the Entity and the Filer Entity (UD7) are the same will you be able to select the type of rate used.

• The account used in this column is “TXP_LocalFilerType”.
• You must make a selection in column 1 first and then save it before column 2 is available for a selection. Two options are available: Filer Rates or Individual Rates.
• The Cell type is defined as a “Combo Box”.

• No Input rules are used to limit when you can make a selection in column 2.