Miscellaneous Items

TAX PROVISION

ADMINISTRATION

DATASETS

During a dataset rollover or copy, the system maintains the unit's "Primary Contact" information that you enter in the unit's property screen.
During a dataset copy, the system maintains the unit's "Date" and "Comment" information that you enter in the unit's property screen.

 

DATA INPUT

DATASET

Dataset Parameters

Upon entering the dataset parameter, CUSTOM_HEADERS, you now can add custom headers to the Transfer Unit Data screens.

 

FEDERAL

The term "Analysis" in the data entry pages has been replaced with the term "Rollforward" to avoid confusion with the Analysis functionality released in v2014 and v2014.1.

 

Unit Details

You now can change a unit's description at the dataset level by entering a "Description" within the Unit Details, Properties screen.
Within the "Provision View" screen, the Current State Tax Expense/(Benefit) line item is now the Deductible State Tax line item.

 

Transfer

Export Selected Dataset

Dataset export

During a dataset export, the system exports the unit's "Close Date" and "Comment" information that you enter in the unit's property screen.

 

REPORTS

In "Reporting," the Global Access Analysis folder is now Global Access.