02-16-2024 12:50 PM - edited 02-16-2024 12:50 PM
The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 406.
See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100"
Workflow Forms are the Tax Schedules that are used to follow the flow of the Tax Provision Blueprint data and calculations. Below are notes related to the overall design of the Forms.
Most Forms will have the following Dashboard Toolbar displayed or a subset of these POV combo boxes:
The available selection items in the combo boxes in this Dashboard Toolbar may vary depending upon the workflow type and group filing status. For example, when you are working in a workflow that does not have group filing, the Group Filer (GF) parameter will be set to ‘None’. These pre-populated combo boxes reduce the incidence of user error within the system. Please review Troubleshooting the Schedules should any of the schedules not display as expected.
Workflow Type: Entity
Workflow type: Group Filer (NatGroupFiler or LocalGroupFiler); Group filing status: Yes
Group Filer (GF): UD7 member(s) populated based on the entity and jurisdiction and the group filing definition. See UD7 Group Filing for additional information.
Once you have selected all of the POV options, click on the Refresh Data icon to render the schedule.
Click on the question mark icon at the far right of the Dashboard Toolbar to view a PPT file that contains instructions on how to complete the schedule or notes about the schedule.
For most of the schedules, the suppress no data rows has been turned on. Use the Row Suppression icon to adjust the suppressed rows.
Calc Status is displayed in one of the top rows of most Forms. This will help to indicate when data has changed and a Calculate or Force Calculate is required.
Where possible, the column/row descriptions include if the data is coming from or going to another schedule. A green box around the cell indicates “to” data and a blue box around the cell indicates “from” data.
A purple box around the cell indicates combined “from / to” data (primarily in the forecast scenarios).
A gray box around the cell indicates that the data in the schedule should equal another data cell in the same schedule.
Where rows or columns are specific to Local Jurisdictions, and in some cases are specific to the National Jurisdiction, these row or column headers will have a blue text color. They will not appear when the other Jurisdiction (National/Local) is selected. They are suppressed when not necessary.
Rows or columns with purple text indicate a “Discrete” item.