In Administration > System > Manage Deferred Rollforwards > by Class you set up the deferred columns by Class.

 

At the System level, you can Add, Edit, and Delete NOL rollforward columns by class.

•Up to 26 columns are allowed and you can move the columns Up and Down in the list using the Arrows.

•The Column default is Unassigned for Activity, Deferred, and Balance Sheet Only.

 

New NOL Rollforward Columns

To add a NOL Rollforward Column:

1.Select Add and then type the Name.

2.Click Default, to attach the default subclass.

 

Edit NOL Column

To edit a NOL Rollforward Column:

1.Select Edit and then type the new Name.

2.Click Default, to attach the default subclass.

 

Delete NOL Column

To delete a NOL Rollforward Column:

1.Select a NOL Rollforward Column.

2.Select Delete and the message appears "All assigned classes from deleted column will be re-assigned to."

3.Select the NOL Rollforward Column to re-assign the classes.

4.Click Cancel to close without deleting the NOL Rollforward Column.

 

Copy NOL Rollforward Columns

There is not an option to copy the NOL Rollforward Column at this time.

 

Assign NOL Rollforward Columns

To assign the NOL Rollforward Column Value to the Class to be Displayed in the Deferred Report:

•Class Code - Name is a list of available classes.

•Unassigned is the default class.

•Activity, Deferred, and Balance Sheet Only are Data Entry fields for tax adjustments.

•The NOL Rollforward class defines where the balances are entered for an adjustment.

oFor each class name, you will select Activity, Deferred Only, or  Balance Sheet Only for a tax adjustment.

 

To assign a class to the column for Activity, Deferred, or Balance Sheet Only:

1.For each Class Code - Name, select the NOL Rollforward column for Activity, Deferred, or a Balance Sheet Only tax adjustment.

2.Click Save.