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Completing the multi-regional actual tax process

The Tax Provision system calculates a multi regional current provision, a multi-regional deferred tax provision, a multi-regional Effective Tax Rate (ETR), and a multi-regional tax account rollforward.

This section provides information on the ASC 740 Multi-Regional Actual tax process.

The following table outlines the ASC 740 Multi-Regional Actual tax process in Tax Provision for Separate and Group filings:

Note: If an owner of a partnership is locked for input, the partnership calculations will fail if changes are submitted to the partnership entity. You can correct this by running the failed partnership calculations for the partnership entity from the Tax Calculations interface once the lock on the owner is released.

Separate Filings

Step

Input Apps/reports to use...

  1. Update and review the multi-regional separate return to provision

  • Return to Provision input app (SS0101)
  1. Update and review the multi-regional separate current provision and non-provision equity items.

  • Current Provision input app (SS0201)
  • Current Provision - Equity input app (SS0202)
  1. Input top-side reporting currency adjustments for net income before tax (if applicable).

  • Reporting Currency Only Adjustments input app (SS0599)
  1. Update multi-regional separate acquisitions information.

  • Acquisitions input app (SS0303)
  1. Update the gross temporary difference rollforward activity and review the related reports.

  1. Review the Deferred Tax Rollforward regional actual reports.

  1. Resume the National Actual tax process at step “Coordinate with your Administrator to perform a rollover of the system”. 

Group Filings

Step

Input Apps/reports to use...

  1. Update and review the multi-regional group return to provision.

  • Return to Provision input app (SG0101)
  1. Update and review the multi-regional group current provision and non-provision equity items.

  • Current Provision input app (SG0201)
  • Current Provision - Equity input app (SG0202)
  1. Input top-side reporting currency adjustments for net income before tax (if applicable).

  • Reporting Currency Only Adjustments input app (SG0599)
  1. Update multi-regional group acquisitions information.

  • Acquisitions input app (SG0303)
  1. Update the gross temporary difference rollforward activity and review the related reports.

  1. Review the Deferred Tax Rollforward regional actual reports.

  1. Resume the National Actual tax process at step “Coordinate with your Administrator to perform a rollover of the system”. 

See Completing the National Actual tax process

Published:

Completing the multi-regional actual tax process

The Tax Provision system calculates a multi regional current provision, a multi-regional deferred tax provision, a multi-regional Effective Tax Rate (ETR), and a multi-regional tax account rollforward.

This section provides information on the ASC 740 Multi-Regional Actual tax process.

The following table outlines the ASC 740 Multi-Regional Actual tax process in Tax Provision for Separate and Group filings:

Note: If an owner of a partnership is locked for input, the partnership calculations will fail if changes are submitted to the partnership entity. You can correct this by running the failed partnership calculations for the partnership entity from the Tax Calculations interface once the lock on the owner is released.

Separate Filings

Step

Input Apps/reports to use...

  1. Update and review the multi-regional separate return to provision

  • Return to Provision input app (SS0101)
  1. Update and review the multi-regional separate current provision and non-provision equity items.

  • Current Provision input app (SS0201)
  • Current Provision - Equity input app (SS0202)
  1. Input top-side reporting currency adjustments for net income before tax (if applicable).

  • Reporting Currency Only Adjustments input app (SS0599)
  1. Update multi-regional separate acquisitions information.

  • Acquisitions input app (SS0303)
  1. Update the gross temporary difference rollforward activity and review the related reports.

  1. Review the Deferred Tax Rollforward regional actual reports.

  1. Resume the National Actual tax process at step “Coordinate with your Administrator to perform a rollover of the system”. 

Group Filings

Step

Input Apps/reports to use...

  1. Update and review the multi-regional group return to provision.

  • Return to Provision input app (SG0101)
  1. Update and review the multi-regional group current provision and non-provision equity items.

  • Current Provision input app (SG0201)
  • Current Provision - Equity input app (SG0202)
  1. Input top-side reporting currency adjustments for net income before tax (if applicable).

  • Reporting Currency Only Adjustments input app (SG0599)
  1. Update multi-regional group acquisitions information.

  • Acquisitions input app (SG0303)
  1. Update the gross temporary difference rollforward activity and review the related reports.

  1. Review the Deferred Tax Rollforward regional actual reports.

  1. Resume the National Actual tax process at step “Coordinate with your Administrator to perform a rollover of the system”. 

See Completing the National Actual tax process

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