Creating Datasets

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

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

Previous Year Provision

1.From the Navigator, select Administration and then Manage Datasets.
2.Select Datasets and then Add.

 

Set up a dataset for the prior year provision:

1.Type the Dataset Name: 2012 Provision.
2.Select the Type: PROV.
3.Select the Fiscal Year: 2012.
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

1. From the Navigator, select Administration and then Manage Datasets.

2.Select Datasets and then Add.

 

Set up a dataset for the prior year return:

1.Type the Dataset Name: 2012 Return.
2.Select the Type: PROV.
3.Select the Fiscal Year: 2012.
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

1.From the Navigator, select Administration and then Manage Datasets.
2.Select Datasets and then Add.

 

Set up a dataset for the current year provision:

1.Type the Dataset Name: 2013 Provision.
2.Select the Type: PROV.
3.Select the Fiscal Year: 2013.
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.