Filters

Deferred Provision, Balance Sheet Only Adjustments, and Ending Deferred Balance calculations can be isolated and grouped based on filters. Up to nine filters can be created. Each filter applies to both federal and the related state amounts. In addition to the use of filters, you can configure journal entries by adding or subtracting components or by using rollups.

The system parameters JE_FILTER#, with a paramvalue of a Temporary Difference Code, and JE_FILTER_NAME#, with a paramvalue of the filter group name, need to be activated to use filters. Filters add items to the Tax Calculation drop-down list on the Journal Entries screen. The Base filter group contains the amount left over after all filters have been applied.

The system parameter JE_COMPONENT_ROLLUP_SET_CODE, with a paramvalue of the component rollup set code of the rollup group, needs to be activated to use rollups. (Use the Manage Rollups screen to create rollup sets and groups.) Rollup groups add items to the Tax Calculation drop-down list on the Journal Entries screen.

 

Tag Groups

Deferred Provision, Balance Sheet Only Adjustments, Ending Deferred Balance, and Payable calculations can be isolated and grouped based on tags. Up to nine tag groups can be created. Each tag group applies to both federal and the related state amounts.

The system parameters JE_TAG_GROUP_#_NAME, with a paramvalue of the tag group name, and JE_TAG_GROUP_#_TAGS, with a paramvalue of a group of tags separated by commas, need to be activated to use tag groups. Tag groups add items to the Tax Calculation drop-down list on the Journal Entries screen.

 

GAAP to Stat / Stat to Tax

Deferred Provision, Balance Sheet Only Adjustments, and Ending Deferred Balance calculations can be isolated and grouped based on the GAAP to Stat and Stat to Tax breakout. The GAAP to Stat and Stat to Tax breakout applies to both federal and the related state amounts.

 

State Groups

You can group similar states together, based on their common general ledger accounts. Up to nine state groups can be created.

The system parameters JE_STATE_GROUP_NAME_#, with a paramvalue of the state group name, and JE_STATE_GROUP_%_STATE##, with a paramvalue of a state code, need to be activated to use state groups. State groups add items to the Tax Calculation drop-down list on the Journal Entries screen.