User Interface Terminology

Menu Bar

On the menu bar, you can exit the application, set toggles for the navigator, download the Excel Add-in, import your license, maintain passwords, find information about the application version and access help.

 

Control Center

In the control center, you can choose a Dataset, Unit, Reporting Level and Currency. You make selections in the control center to determine the type of data that will appear in the navigator.

 

Navigator

The Navigator determines what appears in the Work Area. The areas available are Data Input, Data Transfer, Reports and Administration. The navigator menu is dependent on license's purchased and user permissions; as a result, some sections may not appear. Some areas have a default view; however, can be configured by the administrator.

 

You use the Work Area to enter, modify, export and view data in the reports. Options are arranged in a tree-like hierarchy that can be expanded or contracted. For example, clicking the beside Dataset reveals the Administration (dataset), Federal and Jurisdiction menu trees. Clicking the beside an option contracts the sub-option menus.

 

The system has sections to enter data, review data and set up the administration process.

Data Input

In data input, within the list of components, you can enter, modify and view your tax provision data. Also, you can filter, sort and export the data. Examples of components include permanent and temporary differences.

 

Data Transfer

In data transfer, you can import, export and bridge your data by using Excel spreadsheet templates.

 

Reports

In reports, you can review the tax provision, interim provision and estimated payments data.

 

Administration

In administration, administrators manage the set up of the system.

 

Language

The language drop-down list lets you choose a language to appear in the system.