Reporting Levels:
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Unit
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Sub-consolidation
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Consolidation
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Control Center Configurable Options:
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Dataset
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Unit
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Sub-consolidation
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Currency
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Source Data:
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Provision Calculations, Payable Entry
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Available Views:
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Fed Only / State Only
Year-Unit-Jurisdiction-Bucket / Year-Jurisdiction Type / Unit-Jurisdiction-Year /
Jurisdiction Type-Jurisdiction-Year / Year-Bucket
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The Payable Rollforward (State) report in the Provision and Interim datasets displays the taxes payable for the units in the dataset or sub-consolidation selected in the Control Center. Supporting detail for calculations can be viewed on separate reports.
Provision Items
Total Current Tax Provision
Report Views
Defaults to a Year-Unit- Jurisdiction-Bucket view of Federal and State balances.
Line by Line
• | Depending on the view selected, the lines can be Year, Unit, or Jurisdiction Type. |
• | State Only displays payable entries in the State or user-defined Jurisdiction section. |
• | Year-Unit-Jurisdiction-Bucket sorts payable data on Fiscal Year, then Unit, then Jurisdiction, and then Payable Bucket. |
• | Year-Jurisdiction Type sorts payable data on Fiscal Year, then Jurisdiction type. |
• | Jurisdiction Type-Jurisdiction-Year sorts payable data on Jurisdiction type, then Jurisdiction, and then Fiscal Year. |
• | Year-Bucket sorts payable data on Fiscal Year, then Payable Bucket. |
Column by Column
• | Fiscal Year: The Fiscal Year selected in the Payable Entry screen. |
• | Unit Code/Unit Name: The Unit in which the Payable Entry was made. |
• | Jurisdiction Type: Amounts are classified as Federal or State, depending on the Unit in which the Payable Entry was made. |
• | Beginning Balances: Amounts in the Payable Entry screen for the years before the dataset year. |
• | Ending Balances: Sum of Beginning Balances and Transaction Amounts by Rollup. |
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