Form Templates
The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 147. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" See KB article: "Form Template Groups & Profiles" Form Templates The Tax Provision Blueprint Form Templates are used for Tax Forms/Schedules and are used in the Workflow Profiles. Several Form Template Groups are used to break down the schedules into smaller groups so that several specific Form Template Profiles can be created and attached to the different types of workflows that are possible. All the Form Templates are of the Form Type “Dashboard”. Dashboards allow greater flexibility in how the schedules are rendered to the user.SAMPLE FORMS -- Links to all the Sample Forms KB articles
Here is a list of all the KB articles that show sample Forms for each type of Workflow Profile. This is a work-in-progress. We will get to all the different types of workflows over the next few months. Many of the below KB articles contain links to other KB articles. Cube Views Applicable to All Tax Provision Workflows Forms - TXP_GLTaxAdmin - Actual Workflow Forms - TXP_GLTaxAdmin - Forecast Workflow Forms - NatGF - Actual (XFW_TXP_CA_NatGroupFiler) Forms - NatGF - FCST (XFW_TXP_CA_NatGroupFiler) Forms - LocGF - Actual (XFW_TXP_CA_LocalGroupFiler) Forms - LocGF - FCST (XFW_TXP_CA_LocalGroupFiler) Forms - NatProv_NoGF - LocalProv_NoGF - Actual (TXP_DE_102) Forms - NatProv_NoGF - LocalProv_NoGF - Forecast (TXP_DE_102)Forms - LocGF - Actual (XFW_TXP_CA_LocalGroupFiler)
Attached is an Excel file that has several tabs that shows all the Actual XFW_TXP_CA_LocalGroupFilerworkflow profile forms. See KB article:Forms - LocGF - FCST (XFW_TXP_CA_LocalGroupFiler) This is for a "Country" workflow profile that has: Local Provision with Group Filing There is a Table of Contents tab that has "links" to all the examples.Forms - NatGF - FCST (XFW_TXP_CA_NatGroupFiler)
Attached is an Excel file that has several tabs that shows all the ForecastXFW_TXP_CA_NatGroupFilerworkflow profile forms. See KB article:Forms - NatGF - Actual (XFW_TXP_CA_NatGroupFiler) This is for a "Country" workflow profile that has: National Provision with Group Filing There is a Table of Contents tab that has "links" to all the examples.Forms - TXP_GLTaxAdmin - Actual Workflow
Attached is an Excel file that has several tabs that shows all the Actual TXP_GLTaxAdmin workflow forms. We also show the cube views that are referenced in the "Analysis" section. See KB article:Forms - TXP_GLTaxAdmin - Forecast Workflow There is a Table of Contents tab that has "links" to all the examples.Forms - NatProv_NoGF - LocalProv_NoGF - Actual (TXP_DE_102)
Attached is an Excel file that has several tabs that shows all the ActualTXP_DE_102workflow profile forms. See KB article:Forms - NatProv_NoGF - LocalProv_NoGF - Forecast (TXP_DE_102) This is for a workflow profile that has: National Provision with No Group Filing Local Provision with No Group Filing There is a Table of Contents tab that has "links" to all the examples.Forms - NatGF - Actual (XFW_TXP_CA_NatGroupFiler)
Attached is an Excel file that has several tabs that shows all the Actual XFW_TXP_CA_NatGroupFilerworkflow profile forms. See KB article:Forms - NatGF - FCST (XFW_TXP_CA_NatGroupFiler) This is for a "Country" workflow profile that has: National Provision with Group Filing There is a Table of Contents tab that has "links" to all the examples.Forms - LocGF - FCST (XFW_TXP_CA_LocalGroupFiler)
Attached is an Excel file that has several tabs that shows all theForecastXFW_TXP_CA_LocalGroupFilerworkflow profile forms. See KB article:Forms - LocGF - Actual (XFW_TXP_CA_LocalGroupFiler) This is for a "Country" workflow profile that has: Local Provision with Group Filing There is a Table of Contents tab that has "links" to all the examples.