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.
