Tax Provision Unit Summary

Reporting Levels:

 

Filing Group

Sub-consolidation

Consolidation

Control Center Configurable Options:

Dataset

Unit

State

Sub-consolidation

Currency

Source Data:

All Data Input Screens

Available Views:

N/A

 

The Unit Summary report for Provision and Interim datasets creates an overview of key data for the units in the dataset, filing group, or sub-consolidation. Supporting detail for calculations can be viewed on separate reports.

 

Provision Items

•Total Tax Provision
•Effective Tax Rate

 

Report Views

•Defaults to a unit-by-unit view.

 

Line by Line

•There is a line for each unit in the sub-consolidation/consolidation.

 

Column by Column

•Pre-Tax Book Income: Data Input > Federal > Unit Details > PTBI in a Provision dataset. Data Input > Actual > Federal > Unit Details > PTBI in an Interim dataset.
•Federal Taxable Income (Post NOL): Tax Provision Report - Federal Taxable Income (Post-NOL) line in a Provision dataset. Interim Provision Report - Pre-Tax Book Income plus Discretes pre Rate lines in an Interim dataset.
•Total Tax Provision: Tax Provision Report - Total Tax Provision line in a Provision dataset. Interim Provision Report - Total Tax Provision line in an Interim dataset.
•Effective Tax Rate: Tax Provision Report - Effective Tax Rate line in a Provision dataset. Interim Provision Report - Effective Tax Rate line in an Interim dataset.