2016 Tax Provision

Opera Bug

Contents | Index

• Welcome
• What's New in Version 2016
  • Modern Look and Feel
  • Focused Data Review
  • ONESOURCE Workpapers
  • Detailed Feature List
  • Upgrading & Technical Information
• Getting Familiar with Tax Provision
  • Quick Reference Card 1- Global Navigation
  • Quick Reference Card 2 - My Datasets
  • Quick Reference Card 3 - Review & Edit
  • Quick Reference Card 4 - Leadsheets
  • Quick Reference Card 5 - Data Entry
  • Quick Reference Card 6 - ONESOURCE Workpapers Home Page
• Platform & Support's Customer Center
• Tax Provision Concepts
  • Overview of Provision Calculations
  • ONESOURCE Tax Provision
  • Data Navigation Bar
  • Codes
  • System Codes
  • Datasets
  • Components
  • Reporting Datasets
  • Units
  • Included for State
  • Sub-Consolidations
  • Filing Group
  • Tag Letters
  • Classes and Subclasses
  • Manage Attachments
  • Records - Unit/State
  • Current/Non-Current
  • Global Access
  • Parameters
  • Audit Trail
  • Reporting Levels
  • Currency
  • Deferred Rollforwards
  • Roll-up Codes
  • PTBI Policies
  • Data Refresh
  • Common Actions
• My Datasets
  • My Datasets Interface
  • My Datasets for Review
  • Viewing All Datasets
  • Creating My Review List
  • Dataset Actions
    • Review
    • Calculate
      • Recalc Payable Reclasses
      • Delete All Journal Entries
      • Calculate Flow-Through Factor Results
      • Post Ret-To-Prov
      • Current/Advance/Roll Back Quarter - Q
    • More - Dataset Administration
      • Setting up Dataset Administration
      • Class Groups
      • Currency Rates
      • Country Rates
      • Dataset Parameters
      • Dataset State Inclusions
      • Manage Deferred Rollforwards
        • Dataset Classes
      • Deferred Set-up - Tag Datasets
      • Flow-Through Profiles
        • General
        • Gross Balances
        • Net Adjustments
      • Journal Entry Profiles
      • Manage NOL Rollforwards
        • Dataset Classes
        • Dataset Tags
      • Payable Settings
      • State Rates
      • Tax Basis Mapping
      • Tax Account Mapping
      • Tax Adjustment Payable Mappings
      • Payable Summary Entry
      • Lock/Unlock Unit
      • GAAP to STAT Dataset Parameters
      • Jurisdiction Management
        • Estimated Payments
      • Mass Update Rates
        • Creating Mass Update Rates
        • Override Option
        • Additional Information
      • Restricted Read/Write Users
        • Set up of Parameters
        • Using the RestrictTAG_X Parameter
        • Using the RestrictTA Parameter
• Units
  • Manage Units Interface
  • Manage Units
    • Activate All Units
  • Unit Actions
    • Lock/Unlock Units
  • More - Unit Administration
    • Setting up Unit Administration
    • Unit Journal Entries
    • Unit Dataset Parameters
    • Unit Rates
      • Deactivate a Unit
      • PTBI Policies
      • Weighted Average FX Rate
      • Statutory Tax Rates
      • FX Rates (1RPT=?)
      • Deferred Provision Only Adjustment
    • Unit Other
      • Automation
      • Taxes Per Book
      • Miscellaneous
      • Estimated Payments
    • Unit Properties
      • General Information
      • Assigned Users
      • Flow-Through
        • Flow-Through Targets
        • Flow-Through Sources
      • Transfers
  • Jurisdictions
    • Add Jurisdictions
    • Edit Jurisdictions
      • Filing Unit
      • Apportionment Percentage
      • Federal Deductibility Rates
      • Tax Rates
      • Automation
      • Deactivate Jurisdiction
      • Manage Attachments
      • Unit State Dataset Parameters
• Review & Edit
  • Review & Edit Interface
  • Summary Page
  • Comparing Datasets
  • Leadsheets
  • Comparing Lead Sheet Data
• Data Entry
  • Data Entry Interface
    • Adding Data Entry Components
    • Editing Data Entry Components
    • Deleting Data Entry Components
    • Attachments
  • Data Entry
    • After Tax Temporary Differences -Tax Basis
    • After Tax Temporary Differences - Book/Tax Basis
    • APIC Pool Amounts
    • Forecast PTBI
    • Flow-Through Factors
    • Intercompany Transaction Entry
    • NOL Temporary Differences - Tax Basis
    • Payable Entry
    • Permanent Differences - Tax Basis
    • Permanent Differences - Book/Tax Basis
    • Pre-Tax Book Income
    • Tax Adjustments
    • Temporary Differences - Tax Basis
      • Rollforward - Tags/Classes
    • Temporary Differences - Book/Tax Basis
    • Trial Balance /Tax Basis
  • State Specific Data Entry
    • State After Apportionment Temporary Differences - Tax Basis
    • State After Tax Temporary Differences - Tax Basis
    • State Permanent Differences
    • State Payable Entry
    • State Tax Adjustments
    • State Temporary Differences - Tax Basis
  • Data Entry Component List
• Reporting
  • Reporting Interface
  • List of Reports
  • Run a Report
  • Format
  • Report Options
    • Class Options
  • My Reports
    • Creating User-Defined Reports
    • Applying Multiple Datasets to a Report
    • Applying Units/Sub-Conslidations/Filing Groups
  • Shared Reports
  • Batch Reports
  • Notes
  • Save Options
  • Page Setup Option
    • Page
    • Margins
    • Header/Footer
    • Sheet
  • Printing Reports
  • Reporting Hyperlinks
  • Reporting Overview & Reference Information
    • Self Reconciliation of Reports
    • Parameters for Reports
      • Interim Provision/Interim Effective Tax Rate
      • Interim Forecast State Rate
      • Allow Multiple Currencies in Reports
  • Tax Provision Report
    • Tax Provision Unit Summary
    • Tax Provision (Estimated Payments)
    • Interim Tax Provision
    • Tax Provision
    • Tax Provision Unit Comparison
    • Tax Provision GAAP - STAT
    • Tax Provision GAAP - STAT Dataset Comparison
    • FERC
  • Effective Tax Rate Report
    • Effective Tax Rate
    • Effective Tax Rate Dataset Comparison
    • Effective Tax Rate CSC Breakout
    • Effective Tax Rate (Interim)
  • Deferred Balances
  • Foreign\Domestic Summary
  • Tax Accounts Summary
  • Deferred Support
    • Temporary Diffs Summary
    • Temporary Diffs Summary (Fed Filing Group)
    • Temp Diffs Discrepancy
    • Net Deferred Tax Assets/Liabilities
    • Deferred Book/Tax Detail
    • NOL Balances
    • NOLs Expiration
    • Deferred Workpaper
  • Flow Through
  • Trial Balance
    • Tax Basis Balance Sheet
    • Tax Basis Income Statement
    • Trial Balance
    • Trial Balance - Income Statement
  • Other Reports
    • Tax Expense on Income Statement
    • Effective Tax Rate Detail
    • APIC Pool Summary
    • Attachments Review
  • State Support
    • Federal Benefit of State
      • Tax Provision Reports
      • Effective Tax Rate Report
      • Deferred Balances Report
    • Provision Summary
    • State/Unit Summary
    • Deferred Balances
    • Expected Deferred Rate
    • State Estimated Payments
    • Forecast State Rate
  • State
    • Tax Provision
    • Legacy Tax Provision
    • Deferred Balances
    • Payable Rollforward
    • Payable Detail
    • Tax Provision - Estimated Payments
    • Legacy Tax Provision (Estimated Payments)
    • State Estimated Payments
    • Interim Provision
    • State Inclusion Summary Report
  • Payable
    • Payable Rollforward
    • Payable Detail
    • Tax Adjustments Payable Mapping Report
  • Journal Entry
  • Global Access
    • Sign-Off Summary
    • Sign-Off Summary Comparision
  • Forecast True Up
  • Forecast Rate
  • Forecast Deferred Provision
  • Federal Estimated Payments
    • Unit
    • Summary
  • AMT Estimator
    • Local Currency Approach
    • Reporting Currency Approach
  • Administration
  • Legacy Reports
    • Viewing Legacy Reports
• Analysis
  • Accessing Analysis
  • Dashboard
    • Dashboard Toolbar
    • Using Bookmarks
      • Saving Dashboard Settings in a New Bookmark
      • Restoring Settings from a Bookmark
      • Updating an Existing Bookmark with New Settings
      • Deleting a Bookmark
      • Modifying a Bookmark
      • Setting Initial Dashboard State with a Default Bookmark
    • Exporting a Dashboard for Viewing
  • Report Repository
    • ONESOURCE Default Reports
      • Tax Expense Validation Report
      • Deferred Balance Validation Report
    • My Analysis
    • Shared Analysis
  • Design
• Workpapers
• Settings
  • Excel Add-in Download
• Administration
  • Administration Interface
  • Manage Datasets
    • Datasets
      • Other Dataset Options
      • How to Add New (Empty) Datasets
      • Rolling Over a Dataset
        • How to Rollover Datasets
        • Deferred Validation
        • Payable Validation
      • Copy Existing Datasets
        • How to Copy Datasets
      • Combined Datasets
        • How to Combine Datasets
      • Dataset Relations
        • How to Relate Datasets
      • How to Delete Datasets
      • Archive Datasets
        • How to Archive Datasets
      • Scrunch Datasets
        • Scrunch Process
          • Rules
          • Scrunch Macro
          • Scrunch GAAP -STAT
      • How to Scrunch Datasets
    • Analysis Datasets
      • How to Add Analysis Datasets
    • Reporting Datasets
      • Sequential Datasets
      • Additive Datasets
      • How to Add Reporting Datasets
    • Interim Datasets
      • Interim Approach
    • View Reporting Dataset Log
    • Manage Active Datasets
    • Active Workpaper Mapping
  • Manage Units
    • Units
    • Unit Sub-Consolidations
      • Assign Units to Sub-Consolidations
      • Assign Datasets to Sub-Consolidations
    • Pre-Tax Book Income
    • Permanent Differences
    • Temporary Differences
    • NOL Temporary Differences
    • After Tax Temporary Differences
    • Tax Adjustments
    • Intercompany Transactions
  • Manage Trial Balance
    • Trial Balance Lines
    • Trial Balance Sublines
    • Import Master Chart of Accounts
  • Manage Tax Return
    • Tax Return Mappings
    • Export Mappings
    • Import Mappings
  • Manage States
    • States
    • State Types
    • State After Tax Temp Diffs
    • State After App Temp Diffs
    • State Tax Adjustments
  • Manage Bridge
    • Pre-Tax Book Income
    • Tax Accounts
    • Perm Diffs - Tax Basis
    • Temp Diff Activity - Tax Basis
    • Temp Diff BSO Adjs - Tax Basis
    • Perm Diffs - Book/Tax Basis
    • Temp Diff Activity Book/Tax Basis
    • Trial Balances
    • Unit Mapping
  • Manage Payable
    • Manage Payable Transaction Types
    • Manage Payable Rollups
    • Manage Payable Buckets
    • Export Payable Categories
  • Manage Data Options
    • Classes/Subclasses
      • User Groups
      • Datasets
      • Component Types
    • Manage Tags
  • System
    • Manage Global Access Components
    • Manage Users
      • Users
        • Units
        • Sub-Consolidations
        • Global Access Sign Off
      • User Roles
        • Members
        • Datasets
        • Permissions
        • Classes
    • Manage Global Attachments
    • Login History
    • Manage Countries/Currencies
    • Manage Deferred Rollforwards
      • Deferred By Tag
      • Deferred By Class
        • Deferred Rollforward Assignment Summary
    • Manage NOL Rollforwards
      • NOL By Tag
      • NOL By Class
        • NOL Rollforward Assignment Summary
    • Manage IFRS Rollforwards
    • Manage Temp Diff Postings (Tags Only)
    • Manage Licenses
    • Manage Configurations
      • Reporting
        • Tax Provision
        • Effective Tax Rate
        • Regulated
        • Export to Returns
        • Deferred Balances
        • State Level
        • Formatting
        • APIC Pool
        • Other
      • Advanced Functionality
        • Payable
        • Alternative Minimum Tax
        • Flow Through
        • Journal Entries
        • Alternative Provision Calculations
        • Bridge
        • Currency Translation Adjustment (CTA)
        • RTP True-Up
      • Integration
        • Return
        • Estimated Payments
        • State Apportionment
        • General Ledger Manager
      • Data Entry
        • Classes/Subclasses
        • Temporary Differences
        • Lock Data Source
      • Global Access
        • General
          • Activate Datasets for Global Access
        • ADS Col Type
        • Switch
        • PTBI
        • Perms
        • Temps
        • Payable
        • Tax Adjs
        • TBS
      • Admin
        • User Options
        • Password Options
        • Other
      • Manage Configurations Reference Charts
        • Reporting
        • Advanced Functionality
        • Integration
        • Data Entry
        • Global Access
        • Admin
    • Manage Restricted Features
      • System Parameters
    • Manage Rollups
    • Manage User Questions
    • Plugin Reports
    • Journal Entry Summary
  • Audit Trail
    • View Numbers Data Source History
    • View Categories Data Source History
• Help
• Documentation
  • Integration with ONESOURCE Fileroom
  • Adding Documents to ONESOURCE FileRoom
• Jobs
  • Jobs Interface - Part 1
  • Jobs Interface - Part 2
  • Log Files
• Importing
  • My Dataset Import
    • Spreadsheet Import - Dataset
      • ONESOURCE Tax Provision Format
      • Rolling Pin Format
  • Bridge Import
    • Bridge Process
      • Bridge Extract File
  • ONESOURCE Import from Other Applications
    • Return Worksheet
    • ONESOURCE Income Tax
      • Tax Return Worksheet
      • What Transfers to the Return Worksheet
      • Transfer Data to ONESOURCE Income Tax
      • Populate State Rates Option
    • ONESOURCE State Apportionment
      • State Apportionment Worksheet
      • What Transfers to the State Apportionment Worksheet
      • Transferring Data from ONESOURCE State Apportionment
    • ONESOURCE Estimated Payments
      • Estimated Payments Worksheet
      • What Transfers to the Estimated Payments Worksheet
      • Transferring Data from ONESOURCE Estimated Payments
      • Transfer Data to ONESOURCE Estimated Payments
  • Data Entry Import
  • Category Import
    • Import Categories Template
    • Import Reporting Datasets
  • Import Mappings
• Exporting
  • Export Datasets
  • Export All Units
  • Export Data Entry
  • Export Categories
  • Export Bridge Mappings
• Functionality
  • Alternative Minimum Tax
    • AMT Reporting Currency Approach
    • AMT Local Currency Approach
  • NOL Automation - Federal
    • Scenarios
    • Scenario 1
    • Scenario 2
    • Scenario 3
    • Scenario 4
    • Scenario 5
    • Scenario 6
    • Scenario 7
    • Scenario 8
    • Scenario 9
    • Scenario 10
    • Current Issues
  • Flow-Through
    • Manage Licenses
    • Flow-Through Classes & Subclasses
    • Flow-Through Profiles
      • Flow-Through Profiles Page
      • General Tab
      • Gross Balances Tab
      • Net Adjustments Tab
    • Unit - Target | Sources
      • Activity Factor Example
      • Assign Flow-Through Target Unit
      • Assign Flow-Through Source Unit
    • Calculate Flow-Through - Manually
    • Review & Edit
    • Reporting
    • Jobs
    • Settings
    • Dataset Parameter
    • Manage Configurations
      • System Parameters
    • Using the Flow-Through functionality with Tag Datasets
    • Terminology
  • Foreign Currency Issues
    • Currency Types and Options
    • Foreign Exchange Rates
    • Change in Rate and Currency Translation
    • Combining Units with Different Currencies
    • Currency Translation Adjustment
      • Setup
        • Option 1
        • Option 2 - Alternative CTA
        • Option 3- Alternative CTA
      • Scenarios
        • Option 1 - Scenario A
          • Option 1 - Scenario A Reports
        • Option 1 - Scenario B
          • Option 1 - Scenario B Reports
        • Option 2 - Scenario A
          • Option 2 - Scenario A Tax Provision Reports
        • Option 2 - Scenario B
          • Option 2 - Scenario B Tax Provision Reports
        • Option 3 - Scenario A
          • Option 3 - Scenario A Reports
        • Error Handling
  • Interim Reporting
    • Interim Functionality
    • Forecast
    • Actual
    • Interim Process
    • Interim Multi States
  • Journal Entries
    • Core Calculation
    • Simple Journal Entry (default view)
    • Custom Journal Entry
    • Custom JE Report
    • Configurable Journal Entry
    • Journal Entry Profiles
      • Journal Entry Profile Tabs
      • Journal Lines
        • Supplemental Information
        • Tax Calculations & GL Sources
      • Assigned Units
    • Journal Entries System Parameters
    • Additional Configuration Options
    • Journal Entry Standard Reports
    • Example of Journal Entry Data - Support for a complex set of Tax Accounts
    • Example - Journal Entry Calculations
  • Payable
    • Exchange Rates
    • Automatic Payable Posting
    • Payable Reclasses
      • Setup
      • Posting the Payable Reclass
      • Reporting
      • Error Handling
  • Report Configuration
    • Custom Sub-Consolidation Reporting
    • Headers and Footers
  • Stock Based Compensation
    • APIC Pool
  • Tax Basis Balance Sheet/Income Statement
    • Trial Balance Data
    • Cumulative Temporary Differences
  • True Up to Return (RTP)
    • Single Dataset Approach
    • Multiple Dataset Approach
    • RTP Posting
      • Activation
      • Setup
        • Creating Datasets
        • Dataset Relations
        • Manage Datasets
        • Creating Tax Adjustments
        • Non-Cash Tax Adjustments
        • Temporary Difference Adjustments
        • System Parameters
        • Dataset Parameters
      • Additional Information
  • Valuation Allowance
    • Separate Attribute Basis
    • Aggregated Attribute Basis
    • Aggregated Attribute Post-Tax Basis
    • Converting from Aggregated to Aggregated Post-Tax
  • Associated ONESOURCE Tax Provision Applications
    • Global Access
    • Uncertain Tax Positions (UTP)
  • Export Provision to Return
• Reference Items
  • Data Table
    • Resize Columns
    • Filter Data
    • Sort Data
    • Hide and Show Columns
    • Reorder Columns
    • Group Columns
  • State and Jurisdiction Codes
  • ISO Country Codes
  • ISO Currency Codes
  • Fiscal Period Codes
  • Default Payable Rollup Codes
  • Default Payable Transaction Types
  • Permission Component Types
  • Access Component Types
  • Component Rollup Codes - Deferred
  • Component Rollup Codes - Effective Rate
  • Component Rollup Codes - Trial Balance
  • Query Filters
  • System Parameters
  • Dataset Parameters
  • Unit Dataset Parameters
  • Unit State Dataset Parameters
  • Special Characters
  • Import Error Messages
  • Where to Enter Items in Onesource Tax Provision

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