01c2Admin Deferred Tax Rates
The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 319. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" See KB article: "01c1Admin CY Tax Rates" 01c2Admin Deferred Tax Rates This Admin schedule is used to copy the “Prior Year Closing Deferred Tax Rates” into period “1” (Jan. for the Tax Provision Blueprint app) for the Deferred Tax Rates. This schedule can be used as a starting point to bulk populate the Deferred Tax Rates. Manual adjustments can then be entered. The Copy rule populates the “O#Import” member. If you need a different amount after the copy, enter in the new YTD (total) amount and the difference will go to “O#Forms”. This schedule displays the “O#BeforeAdj” member. Once the copy is done, the last three columns will show if there are any variances. Right after a copy is performed, there should be no variances. If you then manually adjust a tax rate, then a variance will display. The Consolidated ETR Rate is displayed for informational purposes and is “Read” only in this schedule. The “Clear” button will clear the Deferred tax rates (at O#Import) that were previously “Copied” into. Any manual data input will still be left in the system. So, care should be taken when clearing and re-copying data. If you don’t see an expected entity / jurisdiction / group filer combination, then right click in a row header cell with an orange triangle and select “Insert Suppressed Member”.01c1Admin CY Tax Rates
The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 318. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" See KB article: "01c2Admin Deferred Tax Rates" 01c1Admin CY Tax Rates This Admin schedule is used to copy either the “Prior Year Closing Deferred Tax Rates” or the “Prior Year Closing CY Rates” into period “1” (Jan. for the Tax Provision Blueprint app) for the CY Tax rates. We have made this schedule to only appear in the first time period of the workflow year. This schedule can be used as a starting point to bulk populate the CY Tax Rates. Manual adjustments can then be entered. The Copy rule populates the “O#Import” member. If you need a different amount after the copy, enter in the new YTD (total) amount and the difference will go to “O#Forms”. This schedule displays the “O#BeforeAdj” member. Once the copy is done, the last three columns will show if there are any variances. Right after a copy is performed, there should be no variances. If you then manually adjust a tax rate, then a variance will display. The Consolidated ETR Rate is displayed for informational purposes and is “Read” only in this schedule. The “Clear” button will clear the CY tax rates (at O#Import) that were previously “Copied” into. Any manual data input will still be left in the system. So, care should be taken when clearing and re-copying data. If you don’t see an expected entity / jurisdiction / group filer combination, then right click in a row header cell with an orange triangle and select “Insert Suppressed Member”.DM 30b1 – Return Data: National Group Filer to Local Group Filer
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 30b1 – Return Data: National Group Filer to Local Group Filer Select a WF entity, a Local Jurisdiction, and a Group Filer entity (UD7) 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 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_30b1. A Cube View is supplied in the dashboard to show the user which Entity, National Jurisdiction, Group Filer entity (UD7) 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 varianceDM 30b1 Admin – Return Data: National Group Filer to Local Group Filer
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 30b1 Admin – Return Data: National Group Filer to Local Group Filer Select a WF entity, a Local Jurisdiction, and a Group Filer entity (UD7) that you want the National Return 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 for the selected RTP Year. 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_30b1. A Cube View is supplied in the dashboard to show the user which Entity, National Jurisdiction, Group Filer entity (UD7) 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.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.DM 30b Admin – 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 204. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" See KB article: "Data Integration" Dashboard DM 30b Admin – 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. 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 for the selected RTP Year. 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_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.DM 30a – 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 203. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" See KB article: "Data Integration" Dashboard DM 30a – 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. 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 DM30aAdmin. 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 and 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.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.DM 20b2 – Return Data: National Group Filer to Local (no Group Filing)
The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 200. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" See KB article: "Data Integration" Dashboard DM 20b2 – Return Data: National Group Filer to Local (no Group Filing) Select a WF entity and a Local Jurisdiction that you want the National Provision 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 DM20b2Admin. After a copy is completed, a 1 is entered to account TXP_Data_Copy_20b2. A Cube View is supplied in the dashboard to show the user which Entity, National Jurisdiction, Group Filer entity (UD7) has been copied to which Entity, Local Jurisdiction, None (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.DM 20b2 Admin – Return Data: National Group Filer to Local (no Group Filing)
The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 199. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" See KB article: "Data Integration" Dashboard DM 20b2 Admin – Return Data: National Group Filer to Local (no Group Filing) Select a WF entity and a Local Jurisdiction that you want the National Provision data to be copied into. If the “All Entities” check box is selected, then all the entities in the combo box, all the local JDs and all the UD7 members associated to each entity will be copied or cleared for the selected RTP Year. 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_20b2 A Cube View is supplied in the dashboard to show the user which Entity, National Jurisdiction, Group Filer entity (UD7) has been copied to which Entity, Local Jurisdiction, None (UD7). You must select the RTP Year that you want to process. The JD RTP year/month is pulled from Schedule 2 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.