Dataset Classes |
Settings At the Dataset level, you can Add, Edit, and Delete deferred rollforward columns by class. You can also move the deferred rollforward columns Up and Down in the list. You can assign a default class to the ending balance.
Notes: Copy From Admin Deferred rollforward settings in administration are applied to new datasets. Datasets that are copied or rolled over are assigned the settings of the dataset from which they are copied/rolled over. You can reset the dataset deferred rollforward to the "Administration" settings by clicking Copy From Admin. Information set up in the Dataset folder is used to generate the Deferred Balances report for the column break out view, the DeferredEntry Set-up page, and the Rollforward section in the Temporary Difference Rollforward pages. The Rollforward section is in Data Input, within the Federal folder, in the Temp diff Tax Basis, Rollforward tab.
Manage Deferred Rollforward Columns To manage deferred rollforwards in a Provision dataset:
To manage deferred rollforwards in an Interim dataset:
New Deferred Rollforward Columns To add a Deferred Rollforward Column:
Edit Deferred Column To edit a Deferred Rollforward Column:
Delete Deferred Column To delete a Deferred Rollforward Column:
To Assign Deferred Rollforward Column Value to Class to be Displayed in the Deferred Report:
Assignment Summary The Assignment Summary page lists the classes, column, and assignments.
Deferred Rollforward Column Name The column name assigned to the class.
Class The class assigned to the deferred rollforward column.
Class Type There are four types of classes available:
Data Input Entry Set-up Screen Default Assignment will default the class for the single line item Deferred Entry Set-up screens.
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