To create datasets for the previous year Provision, previous year Return, and Current Provision:

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Note: The following Dataset information is used only as an example.

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Previous Year Provision

Select Administration > Manage Datasets > Datasets > Add.

 

Set up a dataset for the prior year provision:

1.Type the Dataset Name: 2016 Provision.

2.Select the Type: PROV.

3.Select the Fiscal Year: 2016.

4.Select the Fiscal Period: FY.

5.Type the Group Tax Rate: 35.00.

6.For Transaction, select Copy.

7.For Apply, select Tags or Classes & Subclasses.

8.For the Source Dataset, select the dataset to copy.

9.For the Prior Period Dataset, select a dataset.

10.Select the items to copy.

11.Click Save.

 

Previous Year Return

Select Administration > Manage Datasets > Datasets > Add.

 

Set up a dataset for the prior year return:

1.Type the Dataset Name: 2016 Return.

2.Select the Type: PROV.

3.Select the Fiscal Year: 2016.

4.Select the Fiscal Period: FY.

5.Type the Group Tax Rate: 35.00.

6.For Transaction, select Copy.

7.For Apply, select Tags or Classes & Subclasses.

8.For the Source Dataset, select the dataset to copy.

9.For the Prior Period Dataset, select a dataset.

10.Select the Copy Items.

11.Click Save.

 

Current Provision

Select Administration > Manage Datasets > Datasets > Add.

 

Set up a dataset for the current year provision:

1.Type the Dataset Name: 2017 Provision.

2.Select the Type: PROV.

3.Select the Fiscal Year: 2017.

4.Select the Fiscal Period: FY.

5.Type the Group Tax Rate: 35.00.

6.For Transaction, select Rollover.

7.For Apply, select Tags or Classes & Subclasses.

8.For the Source Dataset, select the dataset to copy.

9.For the Prior Period Dataset, select a dataset.

10.Select the items to Include From Source Dataset.

11.Click Yes for the message "Do you wish to refresh the report data?"

12.Click Save.