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You can select a dataset in the Control Center, and then export that data to an Excel spreadsheet. You can export dataset information to create a spreadsheet template.
To export selected datasets:
| 1. | In the Navigator, select Data Transfer. |
| 2. | For Export, click Export Selected Dataset. |
| 3. | In the dataset list, choose the dataset to export. To add or remove all dataset selections, choose Check All or Uncheck All. |
| 4. | In Export Options, select the Entire Dataset(s), Subconsolidation or Unit. |
| 5. | Click Export and then specify your export folder. |
| 6. | Enter a File Name and then click Save to save your dataset data to an Excel file. |
Note: When you export with Microsoft Office 2007, select the desired file type when you save the file, and do not use quotes in the file name.
| • | This functionality generates a file with multiple sheets: #U# Unit, #UQ# Unit Questions, #UPD# Unit Perm Diffs, #UNOLTD# Unit NOL TDs-Tax Basis, #UTD# Unit Temp Diffs-Tax Basis, #UATTD# U AfterTx TDs-Tax Basis, #UTA# Unit Tax Adjs, #UTBBS# Unit Tax Basis BalSheet, #ULB# Unit Liability Begin Bals, #ULC# Unit Liability Changes, #UTDAM# U Temp Diff-Bk Tx Basis, #UPDAM# Unit Perm Diff Amort, #UATTDAM# U AfterTxTD-Bk Tx Bas, #FL# Fed Liability Txns, #ICOTXNS# Inter Co Txns, #DSFX# FX Rates, #S# States, #SPM# State Perm Mods, #STD# St TD-Tax Basis, #SAATD# St AfterApp TD-Tax Bas, #SATTD# St AfterTax TD-Tax Bas, #STA# State Tax Adjs, #J# Jurisdictions, #USDSP# USDS Params, #UDSP# UDS Params, #DP# Dataset Params, #JES# Journal Entries, #JETAX# JE Tax Calcs, #JEGL# JE GL Calcs, #SL# State Liability Txns, #UQUEST# Questionnaires, #UQSTNS# Questions,#UQRESP# Responses, #COU_RATES# Country Rates (Hidden), #CUR_RATES# Currency Rates (Hidden), #S_RATES# State Rates (Hidden), #CTAA# Currency Translation Adj, #DSRF# Dataset RollFrwd, #TBM# Tax Basis Mapping, #PARTH# Flow-Through Header, #PARTD# Flow-Through Detail, #PARTTAG# Flow-Through Tags, #TCM_IS# Tax Calcs Mapping IS, #TCM_BS# Tax Calcs Mapping BS, #ALTRATE# Alt Prov Rates, #ALT1# Scenario 1 Adj, #ALT2# Scenario 2 Adj, and #UAPIC# APIC Pool Amounts. |
| • | Additional sheets may be provided by your client manager or support. They can also be imported. |
| • | Exporting before items have been entered creates a blank template. A blank Numbers Workbook template is provided with the application. Templates are typically stored in the following folder: C:\Program Files\Thomson Reuters\Tax Provision 2014.0\Templates. |
Note: The following folder: C:\Program Files\Thomson Reuters\Tax Provision 2014.0\Templates not created for hosted clients.
| • | When you export multiple datasets, one Excel file is created for each dataset. |
| • | You can select units (all units, a single unit, or a sub-consolidation of units) for export. |
| • | You can export worksheets that you have permission to access. |
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